Alex Orlando has almost a decade of experience amongst the largest banks in the world. He has successfully built and developed client relationships in need of his financial expertise. He is a firm believer that financial planning is for everyone, and so works with clients from all financial statuses to ensure they are on a trajectory of success.
Alex is designated as an Accredited Asset Management Specialist (AAMS®), Accredited Wealth Management Advisor (AWMA®), and holds a Certification in Financial Planning®, mostly focusing on financial planning, investment management, tax and estate planning and corporate and benefit planning.
Alex works in Oradell, NJ, Lives with his wife and daughter in Ramsey NJ, and serves clients from across the US.