I am a CERTIFIED FINANCIAL PLANNER™ at The Piedmont Group. 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, I hold a bachelor’s degree in Financial Planning from the University of Georgia, receiving academic scholarships. I enjoy playing golf and basketball, traveling, and spending time with my family.I am licensed to sell insurance in GA, TN, WI, SC, MA, TX, SD, NC, UT, CO, IL, FL, and CA 4354916, domiciled in GA. I am licensed to sell securities in GA, TN, AL, PR, WI, IA, OK, FL, MA, TX, LA, SD, NC, CO, and SC. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC, member SIPC. Supervisory address: 1050 Crown Pointe Pkwy Suite 1800 Atlanta, GA 30338.Securities Licenses: Series 7, Series 66
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PartnerPsa WealthAtlanta, Ga, Us -
Certified Financial Planner™The Piedmont Group Mar 2023 - PresentAtlanta, Ga, Us -
Wealth ManagerMerit Financial Advisors Oct 2022 - Mar 2023Alpharetta, Ga, Us -
Centralized Service AdvisorMerit Financial Advisors Mar 2021 - Oct 2022Alpharetta, Ga, Us -
Financial AdvisorAmeriprise Financial Services, Llc May 2020 - Mar 2021Minneapolis, Mn, Us -
Executive AssociateAmeriprise Financial Services, Llc Aug 2019 - May 2020Minneapolis, Mn, Us -
InternWells Fargo Advisors Jun 2017 - Aug 2017St. Louis, Missouri, Us
Alex Alba, Cfp® Skills
Alex Alba, Cfp® Education Details
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The University Of GeorgiaBachelor'S Degree
Frequently Asked Questions about Alex Alba, Cfp®
What company does Alex Alba, Cfp® work for?
Alex Alba, Cfp® works for Psa Wealth
What is Alex Alba, Cfp®'s role at the current company?
Alex Alba, Cfp®'s current role is Partner.
What schools did Alex Alba, Cfp® attend?
Alex Alba, Cfp® attended The University Of Georgia.
What skills is Alex Alba, Cfp® known for?
Alex Alba, Cfp® has skills like Estate Planning, Financial Advisory, Microsoft Office, Investments, Public Speaking, Asset Allocation, Investment Advisory, Insurance, Financial Services, Retirement Planning, Wealth Management, Financial Planning.
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