
Alexander Panosemail
Professional Story
After earning my degree in Finance at Arizona State University and spending much of my time with the Trading and Investments Club, I entered the Financial Advisor role. Combining my love of finance and effective money management with my desire to lead and teach others has been extremely fulfilling.
Outside of my work I love to play tennis, golf, travel, enjoy great food, and spend time volunteering in my community. Most recently, I joined “Phoenix 20/30”, a group of young entrepreneurs, professionals, and business owners with a desire to serve. It has been extremely gratifying to work with organizations like the Children in Need Foundation, Boys & Girls Club, and Make a Wish Foundation to pour into the next generation of change-makers in Phoenix.
Education
Arizona State University (2016-2020)
Hobbies
Tennis, Golf, Running, Cars & Coffee
Affiliations & Memberships
Central Arizona Estate Planning Counsel, Investments & Wealth Institute
Community Involvement
Habitat for Humanity, Phoenix 20/30 Club
Languages: English
Credentials: CPWA®, BFA
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Estate Planning, Financial Planning, Charitable Giving, Risk Management Strategies
Check the background of this investment professional on FINRA's BrokerCheck