Alex Alba

Certified Financial Planner at Piedmont Group

Speaker

I am Alex, a CERTIFIED FINANCIAL PLANNER™ at The Piedmont Group, but most importantly a husband, and a girl dad. My passion for financial planning began at an early age when my family and community in Puerto Rico were severely devastated by Hurricane Maria. This tragic incident motivated me to become educated in the financial services industry so that I could educate clients in a fiduciary manner as well as help them work toward reaching their financial goals. I specialize in building relationships with clients to fully understand and construct a confident financial plan so that they are prepared when the unexpected occurs.

Raised in Atlanta, GA, and studying Financial Planning at the University of Georgia, my communities here at home still suffered a lack of financial education. Ranging from young professionals who start their first job to young families and pre-retirees, financial decision making was poor.

Each phase of life there may be countless questions and hypotheticals you may have to consider in your financial situation. Coordinating benefits, understanding the appropriate retirement accounts, and creating financial goals are critical. As life changes, so does your financial plan. Having ongoing financial advice ensures strategic and efficient decision making along you and your family’s journey.