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.