
Alexander Cartagenaemail
2150 N First St Suite 500
San Jose, CA 95131
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.Education
Long Beach State 2008-2010
Hobbies
Crossfit
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Community Involvement
Crossfit Kids
Languages:
- English
- Spanish
Specialties:
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- College Funding Strategies
- Retirement Strategies
- Business Succession Planning
- Risk Management Strategies
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheck
See Alexander’s Licenses and DisclosuresConnect with Alexander
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