Alex Pron, Cfp®, Cbda

Alex Pron, Cfp®, Cbda Email and Phone Number

Founder, Wealth Strategist @ Crossover Capital Advisors
Alex Pron, Cfp®, Cbda's Location
New York City Metropolitan Area, United States, United States
Alex Pron, Cfp®, Cbda's Contact Details

Alex Pron, Cfp®, Cbda personal email

n/a
About Alex Pron, Cfp®, Cbda

Many financial advisors don’t fully understand bitcoin or crypto. As a result, their blanket advice is “it’s too risky for you,” or some other phrasing meant to evoke fear so that the discussion can be safely steered back to traditional financial topics.As an investor, how do you know if you’re truly getting objective financial advice here?At Crossover Capital, we fill in that gap, providing fiduciary-level education and advice around bitcoin and crypto for wealthy families and their trusted financial advisory teams.Anything I post shouldn't be considered financial advice, which should be delivered by a financial advisor who understands your personal goals, risk tolerance, time horizon, etc. Advisory Services offered through Crossover Capital, LLC a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Alex Pron, Cfp®, Cbda's Current Company Details
Crossover Capital Advisors

Crossover Capital Advisors

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Founder, Wealth Strategist
Alex Pron, Cfp®, Cbda Work Experience Details
  • Crossover Capital Advisors
    Founder, Wealth Strategist
    Crossover Capital Advisors May 2023 - Present
    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.
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  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President
    Merrill Lynch Wealth Management Nov 2011 - May 2023
    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
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  • Ernst & Young
    Senior - Assurance
    Ernst & Young Oct 2009 - Nov 2011
    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
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Alex Pron, Cfp®, Cbda Skills

Mathematics Budgeting Tools Psi Clean Technology Irrevocable Trusts Finance Sei Work Ethic Cats Merrill Lynch Kazakhstan Coaching Route Funding Cycling 529 Plans Hedge Funds Auditing Accounting Pipe Market Data Retirement Planning Golf Ice Hockey Portfolio Management Business Services Snowboarding Cleaning Reports Life Insurance Testing Community Outreach Disability Insurance Special Needs Trusts Long Term Care Insurance Market Linked Research Professional Sports Goals Based Financial Financial Markets Estate Planning Handling Money Lines Of Credit C Hockey Triathlon Communication Home Bible Lymphoma Sat Leukemia Project Investment Banking Etfs Manual Labor International 401k Plan Design Tax Planning Business Banking New York Investments Mortgage Lending Variable Annuities Exercising Sas Equities Wealth Management Mutual Funds Team Oriented Exotic Matrices Fixed Income Strategies Financial Analysis Covered Call Writing Budgets Financial Reporting Risk T&d Recruiting Mason Competition

Alex Pron, Cfp®, Cbda Education Details

  • Bucknell University
    Bucknell University
    Bachelor'S Degree
  • Bucknell University
    Bucknell University
    Accounting

Frequently Asked Questions about Alex Pron, Cfp®, Cbda

What company does Alex Pron, Cfp®, Cbda work for?

Alex Pron, Cfp®, Cbda works for Crossover Capital Advisors

What is Alex Pron, Cfp®, Cbda's role at the current company?

Alex Pron, Cfp®, Cbda's current role is Founder, Wealth Strategist.

What is Alex Pron, Cfp®, Cbda's email address?

Alex Pron, Cfp®, Cbda's email address is alexander.pron@ml.com

What is Alex Pron, Cfp®, Cbda's direct phone number?

Alex Pron, Cfp®, Cbda's direct phone number is +160973*****

What schools did Alex Pron, Cfp®, Cbda attend?

Alex Pron, Cfp®, Cbda attended Bucknell University, Bucknell University.

What skills is Alex Pron, Cfp®, Cbda known for?

Alex Pron, Cfp®, Cbda has skills like Mathematics, Budgeting Tools, Psi, Clean Technology, Irrevocable Trusts, Finance, Sei, Work Ethic, Cats, Merrill Lynch, Kazakhstan, Coaching.

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