Alex Oliver, Cfp®, Crps®

Alex Oliver, Cfp®, Crps® Email and Phone Number

Partner, Investment Advisor at First National Advisors @ First National Advisors
Boston, MA, US
Alex Oliver, Cfp®, Crps®'s Location
Greater Boston, United States, United States
Alex Oliver, Cfp®, Crps®'s Contact Details
About Alex Oliver, Cfp®, Crps®

I am a Certified Financial Planner™ and a Chartered Retirement Plans Specialist℠ with First National Corporation. I work with affluent families and business owners on their investment, tax, insurance, retirement planning, college planning, and estate planning needs.I grew up in a dairy farm family in rural Maine that lived well within our means, but brought in a financial planner to balance college savings with retirement planning. This relationship truly changed our lives and made financial management stress free. This experience inspired me to work with my own clients and provide the same peace of mind.As an avid traveler and triathlete, I also understand the importance of using your money to enjoy today. I work to ensure we are considering ALL of your life goals into our financial plan.There are several playbooks that can be used that you can find on any financial blog or website. However, families work with me because they want to start a long-term relationship and ensure their playbook fits their current and evolving desires.I may be reached at Alex@fncadvisor.com

Alex Oliver, Cfp®, Crps®'s Current Company Details
First National Advisors

First National Advisors

View
Partner, Investment Advisor at First National Advisors
Boston, MA, US
Alex Oliver, Cfp®, Crps® Work Experience Details
  • First National Advisors
    Partner, Investment Advisor At First National Advisors
    First National Advisors
    Boston, Ma, Us
    View
  • First National Advisors
    Partner, Investment Advisor At First National Advisors
    First National Advisors Jan 2024 - Present
    View
  • First National Advisors
    Financial Advisor
    First National Advisors Sep 2015 - Jan 2024
    First National Corporation is a full-service wealth management firm and Registered Investment Advisor (RIA) dedicated to helping small business owners, healthcare professionals, individuals and affluent families address their complex financial planning needs. Based in Rockland, MA, just south of Boston, our clients have trusted us to provide the knowledge, experience, and insight to help them achieve their long-term financial goals in an increasingly complex economic environment.While the majority of our business is personal wealth management, we have developed a niche in serving as a fiduciary to over 60 company retirement plans across New England. These may include a 401(k), 403(b), profit sharing plan, SIMPLE IRA, or cash balance pension plan. This makes us a unique, all in one fit for the affluent business owner.
    View
  • Collegiate Entrepreneurs Inc.
    Division Head
    Collegiate Entrepreneurs Inc. Oct 2011 - Sep 2014
    Braintree, Ma, Us
    After leading Collegiate Entrepreneurs to the Inc Magazine 5000 list for the fastest growing companies in the United States, Alex was sent to expand CE into the state of California, hiring and mentoring college students on how to start and run their own businesses. Alex oversaw all operations from San Diego to Marin County.
    View
  • Collegiate Entrepreneurs
    General Manager
    Collegiate Entrepreneurs Sep 2010 - Sep 2011
    Through directly developing a team of branch managers and working with a team of executives, Alex was able to oversee over $1 million in revenue. Alex's responsibilities included creating and implementing marketing strategies, developing sales, management, leadership and financial analysis skills. He also was responsible for all problem solving necessary for the 30 branch managers' businesses.
    View
  • Collegiate Entrepreneurs Inc.
    Executive District Manager
    Collegiate Entrepreneurs Inc. Mar 2008 - Aug 2010
    Braintree, Ma, Us
    Developing students to run their own businesses by hiring their own employees and marketing for their own customers in the residential house painting industry. The program is designed to give students the first hands-on experience in entrepreneurship in hopes that they will become successful business owners in the future.
    View

Alex Oliver, Cfp®, Crps® Skills

Personal Financial Planning Financial Analysis Leadership Entrepreneurship Marketing Sales Public Speaking Management Consulting Sales Management Marketing Strategy Investment Management Analysis Microsoft Excel Customer Service Strategic Planning Microsoft Office Team Leadership Analytical Skills Management

Alex Oliver, Cfp®, Crps® Education Details

  • Ucla
    Ucla
    Personal Financial Planning
  • University Of Maine
    University Of Maine
    Finance And Management

Frequently Asked Questions about Alex Oliver, Cfp®, Crps®

What company does Alex Oliver, Cfp®, Crps® work for?

Alex Oliver, Cfp®, Crps® works for First National Advisors

What is Alex Oliver, Cfp®, Crps®'s role at the current company?

Alex Oliver, Cfp®, Crps®'s current role is Partner, Investment Advisor at First National Advisors.

What is Alex Oliver, Cfp®, Crps®'s email address?

Alex Oliver, Cfp®, Crps®'s email address is ol****@****ail.com

What is Alex Oliver, Cfp®, Crps®'s direct phone number?

Alex Oliver, Cfp®, Crps®'s direct phone number is +156240*****

What schools did Alex Oliver, Cfp®, Crps® attend?

Alex Oliver, Cfp®, Crps® attended Ucla, University Of Maine.

What are some of Alex Oliver, Cfp®, Crps®'s interests?

Alex Oliver, Cfp®, Crps® has interest in All Markets.

What skills is Alex Oliver, Cfp®, Crps® known for?

Alex Oliver, Cfp®, Crps® has skills like Personal Financial Planning, Financial Analysis, Leadership, Entrepreneurship, Marketing, Sales, Public Speaking, Management Consulting, Sales Management, Marketing Strategy, Investment Management, Analysis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.