Alex Budzon, Cfp® Email and Phone Number
Alex Budzon, Cfp® work email
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Alex Budzon, Cfp® personal email
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Alex Budzon, Cfp® phone numbers
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I develop a very close relationship with my clients in order to fully understand and pursue their comprehensive financial goals. I take great pride in the tailored, comprehensive wealth strategies we are able to provide through objective advice. Wealth Advisors Group, an independent wealth management firm, allows me the ability to sit on the “same side of the table” as my clients when providing financial recommendations. I'm always eager to leverage the latest technologies to implement comprehensive financial plans, while advising my clients with a long-term historical perspective on their investments. I've had the privilege of working with a broad range clients including business owners, corporate executives, physicians and others seeking financial independence.My finance and management information systems degree from Butler University is what first sparked my passion for the wealth management profession. Ultimately, the opportunity to build long-lasting relationships with clients and help them pursue financial independence led me to Wealth Advisors Group. In 2016, I fulfilled the rigorous requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner, one of the most recognized standard of excellence in personal financial planning. I hold a license to consult on life and health insurance as well.I'm a Fort Wayne native and a member of St. Vincent de Paul Church. I truly enjoys being an active member in the community, serving on the Board of Directors for the Mad Anthony’s Foundation and President of the Fort Wayne Butler Alumni Association. In 2015, I was awarded by The Greater Fort Wayne Business Weekly for being a 2015 “Top 20 Millennial Making a Difference for his community involvement”. When not consulting clients, I'm an avid golfer and enjoy adventure through traveling, hunting and skiing.Investment advice offered through Wealth Advisors Group, a registered investment advisor.
Wealth Advisors Group
View- Website:
- wealthag.com
- Employees:
- 9
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Certified Financial Planner™Wealth Advisors Group Mar 2013 - PresentFort Wayne, Indiana AreaWealth Advisors Group provides unbiased financial planning and investment advice. We serve clients who want proven financial expertise backed by down-to-earth values. Whether an active retiree or a young professional, new client or long-standing, we take the time to understand each on a personal level, to have meaningful conversations about goals and aspirations, and to craft a highly personalized financial map to achieve those objectives. Authenticity is our highest value as we lay the groundwork for charting the best path toward the future that our clients envision.
Alex Budzon, Cfp® Skills
Alex Budzon, Cfp® Education Details
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Finance & Management Information Systems -
Certified Financial Planner™ -
Bishop Dwenger High SchoolAcademic Honors Diploma
Frequently Asked Questions about Alex Budzon, Cfp®
What company does Alex Budzon, Cfp® work for?
Alex Budzon, Cfp® works for Wealth Advisors Group
What is Alex Budzon, Cfp®'s role at the current company?
Alex Budzon, Cfp®'s current role is Financial Advisor at Wealth Advisors Group.
What is Alex Budzon, Cfp®'s email address?
Alex Budzon, Cfp®'s email address is ab****@****aol.com
What is Alex Budzon, Cfp®'s direct phone number?
Alex Budzon, Cfp®'s direct phone number is +126043*****
What schools did Alex Budzon, Cfp® attend?
Alex Budzon, Cfp® attended Butler University, College For Financial Planning, Bishop Dwenger High School.
What are some of Alex Budzon, Cfp®'s interests?
Alex Budzon, Cfp® has interest in Children.
What skills is Alex Budzon, Cfp® known for?
Alex Budzon, Cfp® has skills like Certified Financial Planner, Portfolio Management, Financial Planning, Life And Health Insurance, Tax Planning, Estate Planning, Risk Management, Series 7, Series 66.
Who are Alex Budzon, Cfp®'s colleagues?
Alex Budzon, Cfp®'s colleagues are Tavis Logan, Chris Slyby Cfp®, Cdfa®, Austin Thoms, Cfp®, Kathy Patterson, Mark Vanderhagen, Cfp®, Aif®, Patrick O'connell, Cfp®.
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