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Alexander Saulon , Cfp®, Cdfa™, Aif® Email & Phone Number

Partner/Wealth Advisor at Dynasty Advisors at Dynasty Advisors LLC
Location: Englishtown, New Jersey, United States 2 work roles 2 schools
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Current company
Role
Partner/Wealth Advisor at Dynasty Advisors
Location
Englishtown, New Jersey, United States

Who is Alexander Saulon , Cfp®, Cdfa™, Aif®? Overview

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Alexander Saulon , Cfp®, Cdfa™, Aif® is listed as Partner/Wealth Advisor at Dynasty Advisors at Dynasty Advisors LLC, based in Englishtown, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Alexander Saulon , Cfp®, Cdfa™, Aif®.

Alexander Saulon , Cfp®, Cdfa™, Aif® previously worked as Wealth Advisor at Dynasty Advisors Llc and Stockbroker at J.P Turner. Alexander Saulon , Cfp®, Cdfa™, Aif® holds Bachelors, Finance And Economics from State University Of New York At Oswego.

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Email format at Dynasty Advisors LLC

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Dynasty Advisors LLC

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Profile bio

About Alexander Saulon , Cfp®, Cdfa™, Aif®

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

Current workplace

Alexander Saulon , Cfp®, Cdfa™, Aif®'s current company

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Dynasty Advisors LLC
Dynasty Advisors Llc
Partner/Wealth Advisor at Dynasty Advisors
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2 roles

Alexander Saulon , Cfp®, Cdfa™, Aif® work experience

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Wealth Advisor

Current

Marlboro, Nj, Us

Alex 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.

Mar 2005 - Present

Stockbroker

Atlanta, Ga, Us

Responsible 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.

Aug 1998 - Mar 2005
2 education records

Alexander Saulon , Cfp®, Cdfa™, Aif® education

Bachelors, Finance And Economics

State University Of New York At Oswego

Education record

Commack High School
FAQ

Frequently asked questions about Alexander Saulon , Cfp®, Cdfa™, Aif®

Quick answers generated from the profile data available on this page.

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 Dynasty Advisors LLC?

Alexander Saulon , Cfp®, Cdfa™, Aif® is listed as Partner/Wealth Advisor at Dynasty Advisors at Dynasty Advisors LLC.

Where is Alexander Saulon , Cfp®, Cdfa™, Aif® based?

Alexander Saulon , Cfp®, Cdfa™, Aif® is based in Englishtown, New Jersey, United States while working with Dynasty Advisors LLC.

What companies has Alexander Saulon , Cfp®, Cdfa™, Aif® worked for?

Alexander Saulon , Cfp®, Cdfa™, Aif® has worked for Dynasty Advisors Llc and J.P Turner.

How can I contact Alexander Saulon , Cfp®, Cdfa™, Aif®?

You can use AeroLeads to view verified contact signals for Alexander Saulon , Cfp®, Cdfa™, Aif® at Dynasty Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Alexander Saulon , Cfp®, Cdfa™, Aif® attend?

Alexander Saulon , Cfp®, Cdfa™, Aif® holds Bachelors, Finance And Economics from State University Of New York At Oswego.

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