Alex joined Capital Wealth Planning in 2025 as Regional Consultant for Florida. His responsibilities include enhancing client relations and providing quality service across the state of Florida. He assists in managing and driving client education while ensuring a valued advisor experience. This includes identifying new business opportunities and maintaining regional customer relationships.

Before joining CWP, Alex developed his customer service skills with Allstate Insurance, through daily interaction and education. He received a Bachelor of Accountancy from the University of San Diego and an Associates degree in Business from Mesa College.

In his free time, Alex enjoys spending time with his family and playing golf. Originally from San Diego, he spent about 3 years coaching elementary school lacrosse and now looks forward to finding something similar here in Florida.