Alex Pron, Cfp®, Cbda Email & Phone Number

Yardley, Pennsylvania, Us

I teach first-time digital asset investors the basics to help them avoid the mistakes that many others (myself included) have made while learning to navigate the space. I manage the day-to-day finances for people who consider themselves "non-financial experts." This becomes especially critical when those non-financial experts experience a sudden wealth event (sale of a company, divorce, the death of a loved one, etc.) I act as an advisor to business owners who are looking to bring family into the business and transition that business down to the next generation at some point in the future.

New York, Ny, Us

Learned the craft of delivering sound financial advice and fostered some amazing client relationships.Built out systems, internal controls, and processes around financial planning, investment management, alternative investments, CRM, and sales to create the following quantitative impact:Growth of client assets from $250M to over $1BGrowth of annual revenue from $1.6M to over $6.5M

London, Gb

Earned CPA license in 2011Key client sectors: Real Estate Investment Trusts (REITs), hedge funds, manufacturing, and chemical clientsKey focus areas: Internal controls testing, consolidations, financial statement audits

Bachelor'S Degree

Accounting