Alex Szarka

Alex Szarka Email and Phone Number

Senior Financial Planner @ Szarka Financial
Cleveland, OH, US
Alex Szarka's Location
Greater Cleveland, United States
About Alex Szarka

Everyone’s economic and life situation is unique, which is why personalized financialplanning advice is essential. As a Financial Advisor, commitment to professionalism,attention to detail, good listening skills and great empathy are critical skills whendeveloping the foundation of any strong financial plan. I am dedicated to learningabout your personal goals, so together we can build a financial plan focused on yourspecific needs and those of your family.Clients are in different stages of life: you might be purchasing a first home, financing achild’s post-secondary education or planning for retirement. A successful financial planmust reflect your personal or business situation. I will collaborate with you to come upwith a solution that best fits your goals. Once your customized financial plan is inplace, we will continue to work together by meeting periodically to make sure you areon course to meet your financial goals.You will also have the opportunity to work not only with me, but with our entireadministrative team, whose experience and professionalism help support the long-termrelationships of my growing client base and provide excellent customer service.

Alex Szarka's Current Company Details
Szarka Financial

Szarka Financial

View
Senior Financial Planner
Cleveland, OH, US
Employees:
12
Alex Szarka Work Experience Details
  • Szarka Financial
    Senior Financial Planner
    Szarka Financial
    Cleveland, Oh, Us
  • Szarka Financial
    Financial Planner
    Szarka Financial Apr 2015 - Present
    Helping young families build futures, by leveraging technology to help them navigate the complicated decisions surrounding budgeting, saving for college, retirement and planning for those unexpected situations that life may bring.Series 7, 63, 65 Securities RegistrationsLicensed in the State of Ohio for life insurance
  • Szarka Financial
    Client Manager
    Szarka Financial Aug 2013 - Apr 2015
    • Prepared client reviews, including investment performance reports.• Performed investment research and prepared reports used by financial advisors.• Researched various financial planning questions & topics.• Attended client planning sessions & reviews and completed follow-up tasks as requested by financial advisors.• Completed various tasks related to client/investment databases and financial planning software.• Assisted in the maintenance and upkeep of all Szarka Financial technologies (hardware & software). • Assisted in preparation for individual financial education program presentations by financial planners.
  • Szarka Financial
    Administrative Associate
    Szarka Financial Feb 2011 - Aug 2013
    • Supported clients and advisors using client/investment databases and financial planning software.• Assisted in the development, maintenance and upkeep of all Szarka Financial websites. • Performed investment research and prepared reports used by financial advisors.• Researched various financial planning questions & topics as requested.• Assisted in preparation for individual financial education program presentations by financial planners.• Completed special projects as assigned by Szarka Financial President.
  • Alex Szarka Consulting & Web Design
    Freelance Web Designer
    Alex Szarka Consulting & Web Design Mar 2007 - Feb 2011
    • Worked closely with clients to create custom content management system (CMS) websites• Through extensive discussions/collaboration, created dynamic designs that clearly differentiated the clients' websites while staying true to their respective brand• Performed comprehensive research to support proposed designs• Developed detailed project plans to ensure all vendor and client tasks were performed as agreed in order to meet various workflow schedules• Communicated on a regular basis to keep clients well-informed regarding project progress and changes
  • Ergomat
    Marketing Director / Graphics-Web Designer
    Ergomat Jan 2005 - Feb 2011
    • Created and organized the Graphics and Marketing departments that improved corporate identity and sales within the first three months of hire date• Created a new product line and implemented a plan that took one of the offerings from that line from experimental phases to the company’s second best selling product • Designed all print media for marketing collateral material that helped educate customers and distributors on product lines• Designed and maintained all website media and provided the company access to new online markets and a significantly better web presence by utilizing search engine optimization practices• Developed web/print media sales tools for hundreds of company distributors, which helped them dramatically increase overall sales• Designed and organized company's presence, along with representing them at national trade shows/conferences• Coordinated and developed high-end marketing material for all global Ergomat satellite locations. (e.g. United States, Denmark, Canada, Germany)

Alex Szarka Education Details

Frequently Asked Questions about Alex Szarka

What company does Alex Szarka work for?

Alex Szarka works for Szarka Financial

What is Alex Szarka's role at the current company?

Alex Szarka's current role is Senior Financial Planner.

What is Alex Szarka's email address?

Alex Szarka's email address is as****@****ail.com

What is Alex Szarka's direct phone number?

Alex Szarka's direct phone number is +144057*****

What schools did Alex Szarka attend?

Alex Szarka attended Cuyahoga Community College.

What are some of Alex Szarka's interests?

Alex Szarka has interest in Children, Economic Empowerment, Civil Rights And Social Action, Politics, Environment, Science And Technology, Animal Welfare.

Who are Alex Szarka's colleagues?

Alex Szarka's colleagues are Les Szarka, Cfp®, Chfc®, Adrienne Heidecker, Adrienne Heidecker, Alex Menassa, Jd, Mt, Cpa, Debra Szarka, Rick Martin, Cfp®.

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