Alex E. Oliver, CFP®, CRPS®

Alex E. Oliver, CFP®, CRPS®

Partner, Investment Advisor

Alex joined First National Advisors as an Investment Advisor Representative in 2015 and became a Partner in 2024. He graduated from UCLA’s Personal Financial Planning program, where pertinent coursework included: Income Taxation, Investments, Retirement Plans, Estate Planning, Insurance, and Financial Analysis. Alex is a Certified Financial Planner™ (CFP®) and a Chartered Retirement Plans Specialist™ (CRPS®).

Prior to joining First National, Alex graduated magna cum laude from the University of Maine with a Bachelor of Science degree in Finance and Management, earning selection to UMaine’s Senior Skull Honor Society. He spent seven years working with Collegiate Entrepreneurs as the Maine District Manager, New England General Manager, and California Division Head. These positions involved the hiring, training, and mentoring of several college students each year to start their own small businesses. Alex has also been an active participant in the Financial Planning Association and Entrepreneurs’ Organization Accelerator program.

Alex and his wife, Rose, a software engineer, live in Boston. They enjoy traveling outside of the U.S. at least once per year, recently visiting China, Iceland, France, and Italy. Alex is an avid cyclist and member of the Blue Hills Cycling Club. 

To get to know Alex further, please visit FNCAdvisor.com/webinars for a series of financial boot camp YouTube videos that Alex has produced. 

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