Center for Wealth Preservation, LLC

88 Froehlich Farm Blvd, Suite 320
Woodbury, NY 11791

Professional Story

Alex is a dedicated Financial professional with a mission to help individuals, families, and business owners achieve financial confidence and long-term security. With a client-first approach, he specializes in creating personalized strategies that align with each client’s unique goals, values, and life stages.

Areas of focus:

· Retirement and Income Strategies

· Life Insurance and Risk Mitigations

· Wealth Preservation

· Business Owner & Executive Benefits

Alex is located in South Florida and serves clients locally and across the state. He holds his Life & Health Insurance and Series 7 license.

Outside of work he enjoys staying active with fitness, golf, any outdoor activity. He also enjoys relaxing by reading and listening to music.

Licensed to sell insurance in Florida and New Jersey

Education

The University Of Tampa 2017-2021

Hobbies

Golf, Fitness, Outdoors, Reading, Music

Affiliations & Memberships

FINRA


Languages: English


Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies


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