Alex Penaemail
Spectrum Financial Group
13455 Noel Road 20th Floor
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 Trust Co., FSB
Languages:
- English
Credentials:
- LUTCF®
Specialties:
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck
See Alex’s Licenses and Disclosures