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Alex Oliver, Cfp®, Crps® Email & Phone Number
Partner, Investment Advisor at First National Advisors
at
First National Advisors
4 work emails found
@fncadvisor.com
3 phones found area 562 and 781
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Investment Advisor at First National Advisors
Location
Greater Boston, United States, United States
Who is Alex Oliver, Cfp®, Crps®? Overview
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Quick answer
Alex Oliver, Cfp®, Crps® is listed as Partner, Investment Advisor at First National Advisors at First National Advisors, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fncadvisor.com, phone signal with area code 562, 781, and a matched LinkedIn profile for Alex Oliver, Cfp®, Crps®.
Alex Oliver, Cfp®, Crps® previously worked as Financial Advisor at First National Advisors and Division Head at Collegiate Entrepreneurs Inc.. Alex Oliver, Cfp®, Crps® holds Personal Financial Planning from Ucla.
Company email context
Email format at First National Advisors
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*@fncadvisor.com
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AeroLeads found 4 current-domain work email signals for Alex Oliver, Cfp®, Crps®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Personal Financial Planning, Financial Analysis, Leadership, Entrepreneurship, and 15 others.
Current workplace
Alex Oliver, Cfp®, Crps®'s current company
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6 roles
Alex Oliver, Cfp®, Crps® work experience
A career timeline built from the work history available for this profile.
Partner, Investment Advisor At First National Advisors
Current
Jan 2024 - Present
Financial Advisor
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.
Sep 2015 - Jan 2024
Division Head
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.
Oct 2011 - Sep 2014
General Manager
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.
Sep 2010 - Sep 2011
Executive District Manager
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.
Mar 2008 - Aug 2010
2 education records
Alex Oliver, Cfp®, Crps® education
Personal Financial Planning
Ucla
B.S., Finance And Management
University Of Maine
FAQ
Frequently asked questions about Alex Oliver, Cfp®, Crps®
Quick answers generated from the profile data available on this page.
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 First National Advisors?
Alex Oliver, Cfp®, Crps® is listed as Partner, Investment Advisor at First National Advisors at First National Advisors.
What is Alex Oliver, Cfp®, Crps®'s email address?
AeroLeads has found 4 work email signals at @fncadvisor.com for Alex Oliver, Cfp®, Crps® at First National Advisors.
What is Alex Oliver, Cfp®, Crps®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 562, 781 for Alex Oliver, Cfp®, Crps® at First National Advisors.
Where is Alex Oliver, Cfp®, Crps® based?
Alex Oliver, Cfp®, Crps® is based in Greater Boston, United States, United States while working with First National Advisors.
What companies has Alex Oliver, Cfp®, Crps® worked for?
Alex Oliver, Cfp®, Crps® has worked for First National Advisors, Collegiate Entrepreneurs Inc., and Collegiate Entrepreneurs.
How can I contact Alex Oliver, Cfp®, Crps®?
You can use AeroLeads to view verified contact signals for Alex Oliver, Cfp®, Crps® at First National Advisors, including work email, phone, and LinkedIn data when available.
What schools did Alex Oliver, Cfp®, Crps® attend?
Alex Oliver, Cfp®, Crps® holds Personal Financial Planning from Ucla.
What skills is Alex Oliver, Cfp®, Crps® known for?
Alex Oliver, Cfp®, Crps® is listed with skills including Personal Financial Planning, Financial Analysis, Leadership, Entrepreneurship, Marketing, Sales, Public Speaking, and Management Consulting.
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