Alex joined First National Corporation as an Investment Advisor Representative in 2015. 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 Corporation, 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.
Originally from South China, Maine, Alex now lives in Boston where he actively trains for one triathlon a year and avidly supports his New England and UMaine sports teams. He attempts to get out of the country once per year, recently visiting China, Russia, Spain and Peru.
To get to know Alex further, please visit FNCAdvisor.com/webinars for a series of financial boot camp YouTube videos that Alex has produced.