Alexander Saulon , Cfp®, Cdfa™, Aif® Email and Phone Number
I do not believe in the “one size fits all” approach to wealth management. Every person is different. We feel and react differently from one another. Therefore every plan I create must be different. A “boilerplate” solution to creating a successful retirement plan does not exist. My passion lies in creating customized solutions that encompass the changing landscapes of investing, taxation, estate planning, healthcare, and insurance in order to help my clients achieve financial well being. Specialties:• Retirement planning• Investment and Insurance planning• Pre/Post divorce financial strategies• Estate planning • Social Security Withdrawal Strategies• Family Budgeting and FinancesThis communication is strictly intended for individuals residing in the states of AZ,MA,MI,MN,NH,VA,NJ, NY, CA, CT, DE, DC,FL,IL,MD,NV,OH,OR,PA,TX. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, www.FINRA.org/www.SIPC.org, a Registered Investment Advisor517 Route 1 South Suite 3050Iselin, NJ 08830(866) 284-1314(732) 734-0010Please review our Terms of Use atwww.commonwealth.com/termsofuse.html
-
Wealth AdvisorDynasty Advisors Llc Mar 2005 - PresentMarlboro, Nj, UsAlex Saulon, CFP® and CDFA™, is a partner at Dynasty Advisors and has been involved in the Financial and Investment Industry since 1998. He is a CERTIFIED FINANCIAL PLANNER™ and a Certified Divorce Financial Analyst®. He focuses on creating financial plans for clients who are looking to transition from career to retirement and ultimately to legacy planning. As a Certified Divorce Financial Analyst™, or CDFA™, he specializes in assisting clients that are going through or contemplating divorce. He can help clients and their attorneys analyze various financial matters and offer advice on projected settlements.Alex lives in NJ with his wife and his 9-year-old son. In his spare time he enjoys golfing, working out and running long distance obstacle races. He has run 5 Tough Mudder and 6 Spartan Races in the past 3 years. He is a member of the Manalapan-Englishtown Community Alliance Program in his hometown, which is a non-profit organization that raises awareness in Alcohol and Drug abuse among teens and also coaches his son’s flag football team.Education SUNY Oswego- Bachelor of Science- Major in Business Finance American College - CFP® Certification CurriculumProfessional Designations, Affiliations, Licenses and Registrations CERTIFIED FINANCIAL PLANNER™ CERTIFIED DIVORCE FINANCIAL ANALYST™ Series 7, 62, 63 and 66 Securities Registrations Life, Health and Accident Insurance Licenses Financial Planning AssociationSecurities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.Fixed insurance products and services offered through Dynasty Advisors LLC. -
StockbrokerJ.P Turner Aug 1998 - Mar 2005Atlanta, Ga, UsResponsible for constructing stock portfolio for retail investors. Maintained clients in the US, UK, Australia, and New Zealand. Analyzed all sectors of the stock market from small cap, mid cap, and large cap stocks in order to construct risk based portfolios. Utilized option strategies, long/short strategies, and momentum trading strategies for clients.
Alexander Saulon , Cfp®, Cdfa™, Aif® Education Details
-
State University Of New York At OswegoFinance And Economics -
Commack High School
Frequently Asked Questions about Alexander Saulon , Cfp®, Cdfa™, Aif®
What company does Alexander Saulon , Cfp®, Cdfa™, Aif® work for?
Alexander Saulon , Cfp®, Cdfa™, Aif® works for Dynasty Advisors Llc
What is Alexander Saulon , Cfp®, Cdfa™, Aif®'s role at the current company?
Alexander Saulon , Cfp®, Cdfa™, Aif®'s current role is Partner/Wealth Advisor at Dynasty Advisors.
What schools did Alexander Saulon , Cfp®, Cdfa™, Aif® attend?
Alexander Saulon , Cfp®, Cdfa™, Aif® attended State University Of New York At Oswego, Commack High School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial