AeroLeads people directory · profile
Alex Urpí, Cfa Email & Phone Number
CEO and Financial Advisor
at
Emergent Financial Services, LLC
1 work email found
@emergentfs.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO and Financial Advisor
Location
Charlottesville, Virginia, United States
Company size
Who is Alex Urpí, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Alex Urpí, Cfa is listed as CEO and Financial Advisor at Emergent Financial Services, LLC, a with 4 employees, based in Charlottesville, Virginia, United States. AeroLeads shows a work email signal at emergentfs.com and a matched LinkedIn profile for Alex Urpí, Cfa.
Alex Urpí, Cfa previously worked as CEO & Financial Advisor at Emergent Financial Services, Llc and President at Forward/Adelante Business Alliance. Alex Urpí, Cfa holds Bachelor'S Degree, 4.0 Gpa from University Of Virginia.
Company email context
Email format at Emergent Financial Services, LLC
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{first}@emergentfs.com
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AeroLeads found 1 current-domain work email signal for Alex Urpí, Cfa. Compare company email patterns before reaching out.
Profile bio
About Alex Urpí, Cfa
I am a financial advisor at Emergent Financial Services, where I enjoy working with individuals, couples, families and small business owners to help them create a financial plan and manage their investments so they can achieve their dreams both now and in retirement. I hold the Chartered Financial Analyst® designation from CFA Institute as well as a Series 65 license. Before becoming a partner at Emergent, I served as a research analyst and portfolio manager, where I analyzed universes of stocks and bonds and helped investment advisors craft portfolios for their clients. Being part of a family-run, Hispanic-owned company, I work with clients in a number of ways, including:• Helping people with their budget and developing a financial plan• Designing a portfolio for their savings and investments that works best for them• Monitoring their investments• Checking in with clients to see how their life is going and how their financial circumstances have
Listed skills include Microsoft Office, Research, Microsoft Excel, Analysis, and 15 others.
Current workplace
Alex Urpí, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Emergent Financial Services, Llc
4 roles
Alex Urpí, Cfa work experience
A career timeline built from the work history available for this profile.
Ceo & Financial Advisor
I am the Chief Executive Officer at Emergent. I work as a financial advisor with clients through every step of the investment process, from financial planning to wealth management, in order to help them achieve their financial goals. I hold the Chartered Financial Analyst ® designation.
President
I help Forward/Adelante Business Alliance fulfill its mission: We at Forward/Adelante seek to promote entrepreneurship among the Latino community in Virginia, to educate our area on the contributions and achievements of Latino and diverse professionals, and to connect Hispanic children, adults, professionals and enterpreneurs to the local resources, clientele, and fellow business owners that they can work with to pursue their dreams.
Partner & Research Consultant
Company marketing, production of biotechnology research reports, portfolio analysis and universe creation for clients, production of business content and weekly reports, ghostwriting
Team & coworkers
Colleagues at Emergent Financial Services, LLC
Other employees you can reach at emergentfs.com. View company contacts for 4 employees →
MU
Michael Urpi
Colleague at Emergent Financial Services, LlcCharlottesville, Virginia, United States
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NU
Nickolas Urpi
Colleague at Emergent Financial Services, LlcCharlottesville, Virginia, United States
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XU
Xavier Urpi
Colleague at Emergent Financial Services, LlcStafford, Virginia, United States
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XU
Xavier Urpi
Colleague at Emergent Financial Services, LlcCharlottesville, Virginia, United States
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Michael Urpi
Colleague at Emergent Financial Services, LlcCharlottesville, Virginia, United States
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NU
Nickolas Urpi
Colleague at Emergent Financial Services, LlcCharlottesville, Virginia, United States
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XU
Xavier Urpi
Colleague at Emergent Financial Services, LlcStafford, Virginia, United States
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XU
Xavier Urpi
Colleague at Emergent Financial Services, LlcCharlottesville, Virginia, United States
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2 education records
Alex Urpí, Cfa education
Bachelor'S Degree, 4.0 Gpa
Associate'S Degree, 4.0 Gpa
FAQ
Frequently asked questions about Alex Urpí, Cfa
Quick answers generated from the profile data available on this page.
What company does Alex Urpí, Cfa work for?
Alex Urpí, Cfa works for Emergent Financial Services, LLC.
What is Alex Urpí, Cfa's role at Emergent Financial Services, LLC?
Alex Urpí, Cfa is listed as CEO and Financial Advisor at Emergent Financial Services, LLC.
What is Alex Urpí, Cfa's email address?
AeroLeads has found 1 work email signal at @emergentfs.com for Alex Urpí, Cfa at Emergent Financial Services, LLC.
Where is Alex Urpí, Cfa based?
Alex Urpí, Cfa is based in Charlottesville, Virginia, United States while working with Emergent Financial Services, LLC.
What companies has Alex Urpí, Cfa worked for?
Alex Urpí, Cfa has worked for Emergent Financial Services, Llc, Forward/Adelante Business Alliance, and Bell Tower Associates, Llc..
Who are Alex Urpí, Cfa's colleagues at Emergent Financial Services, LLC?
Alex Urpí, Cfa's colleagues at Emergent Financial Services, LLC include Michael Urpi, Nickolas Urpi, Xavier Urpi, and Xavier Urpi.
How can I contact Alex Urpí, Cfa?
You can use AeroLeads to view verified contact signals for Alex Urpí, Cfa at Emergent Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Alex Urpí, Cfa attend?
Alex Urpí, Cfa holds Bachelor'S Degree, 4.0 Gpa from University Of Virginia.
What skills is Alex Urpí, Cfa known for?
Alex Urpí, Cfa is listed with skills including Microsoft Office, Research, Microsoft Excel, Analysis, Powerpoint, Microsoft Word, Portfolio Analysis, and Ghostwriting.
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