Alex is dedicated to assisting his clients through the various stages of their financial lives.
As a financial advisor, Alex’s mission is to assist individuals, families, and business owners in defining their financial goals and in achieving their financial freedom. His goal is to become a lifelong resource for them. Alex is passionate about helping people realize their dreams, and his energy and commitment create a process that is thorough, effective, and enjoyable.
Alex holds a finance degree from Indiana University of Pennsylvania. He has investment advisory experience working in the financialplanning department at Baystate Financial and began working as a financial advisor in 2013.
Alex grew up in Wellesley and now lives and works on the North Shore of Massachusetts with his family. He volunteers at American Diabetes Association as chair of the youth ambassador committee for North Shore Tourdecure, helping high school age kids with diabetes learn new skills, fundraise, and become leaders in their community.
During his free time he enjoys spending time with friends and family, the fitness of swimming, the freedom of cycling and the outdoor joy and camaraderie of golf and boating. He deeply appreciates and participates in art, music, games, and culture, plus traveling to new unknown destinations. Alex is also a member of the Salem, North Shore and Lynn Area Chambers of Commerce. He is a member of the Boston Estate Planning council, and the Essex Estate Planning Counsel. Alex Krisak’s ability to listen carefully and assess a wide variety of financial strategies allows him to create a plan unique to each person, family, or business. This strategy has helped him establish trusted relationships and financial success for his clients.
Alex loves new challenges.
- Insurance Strategies
- Investment Strategies
- Business Owners
- College Funding Strategies
- Retirement Income Planning
- Estate Planning
- Financial Education
- Business Succession Planning
- Group Benefits
- Risk Management Strategies
- Charitable Giving
Check the background of this investment professional on FINRA’s BrokerCheckSee Alexander’s Licenses and Disclosures