Alejandro "Alex" Santana


    Focus: Insurance Strategies, Business Owners, College Funding Strategies, Estate Planning, Risk Management Strategies, Retirement Income Planning, Investment Strategies, Retirement Strategies, Group Benefits, Financial Education

    Languages: English

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

     

    Education

    St. Joseph's University (2019-Pres)
    University of Arizona (2006-2010)

    See Alejandro’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Alejandro

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    Fortis Lux Financial

    Main Office

    277 Park Avenue 41st & 44th Floor
    New York, NY 10172-0003

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    CRN202207-267436