Alex Alba, Cfp®

Alex Alba, Cfp® Email and Phone Number

Partner @ PSA Wealth
Atlanta, GA, US
Alex Alba, Cfp®'s Location
Atlanta, Georgia, United States, United States
About Alex Alba, Cfp®

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

Alex Alba, Cfp®'s Current Company Details
PSA Wealth

Psa Wealth

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Partner
Atlanta, GA, US
Alex Alba, Cfp® Work Experience Details
  • Psa Wealth
    Partner
    Psa Wealth
    Atlanta, Ga, Us
  • The Piedmont Group
    Certified Financial Planner™
    The Piedmont Group Mar 2023 - Present
    Atlanta, Ga, Us
  • Merit Financial Advisors
    Wealth Manager
    Merit Financial Advisors Oct 2022 - Mar 2023
    Alpharetta, Ga, Us
  • Merit Financial Advisors
    Centralized Service Advisor
    Merit Financial Advisors Mar 2021 - Oct 2022
    Alpharetta, Ga, Us
  • Ameriprise Financial Services, Llc
    Financial Advisor
    Ameriprise Financial Services, Llc May 2020 - Mar 2021
    Minneapolis, Mn, Us
  • Ameriprise Financial Services, Llc
    Executive Associate
    Ameriprise Financial Services, Llc Aug 2019 - May 2020
    Minneapolis, Mn, Us
  • Wells Fargo Advisors
    Intern
    Wells Fargo Advisors Jun 2017 - Aug 2017
    St. Louis, Missouri, Us

Alex Alba, Cfp® Skills

Estate Planning Financial Advisory Microsoft Office Investments Public Speaking Asset Allocation Investment Advisory Insurance Financial Services Retirement Planning Wealth Management Financial Planning

Alex Alba, Cfp® Education Details

  • The University Of Georgia
    The University Of Georgia
    Bachelor'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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