
Alex Penaemail
Spectrum Financial Group
13455 Noel Road, 20th Floor
Dallas, TX 75240
Dallas, TX 75240
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust FSB.
Languages: English
Credentials: LUTCF®, QPFC
Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Financial Planning
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