Alex Utsey, Cfp®

Alex Utsey, Cfp® Email and Phone Number

Financial Planner and Managing Partner @ Foundational Wealth Planners
Orlando, FL, US
Alex Utsey, Cfp®'s Location
Greater Orlando, United States
Alex Utsey, Cfp®'s Contact Details

Alex Utsey, Cfp® work email

Alex Utsey, Cfp® personal email

n/a
About Alex Utsey, Cfp®

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Alex Utsey, Cfp®'s Current Company Details
Foundational Wealth Planners

Foundational Wealth Planners

View
Financial Planner and Managing Partner
Orlando, FL, US
Employees:
3
Alex Utsey, Cfp® Work Experience Details
  • Foundational Wealth Planners
    Financial Planner And Managing Partner
    Foundational Wealth Planners
    Orlando, Fl, Us
  • Foundational Wealth Planners
    Financial Planner / Managing Partner
    Foundational Wealth Planners Nov 2021 - Present
    Florida, United States
    Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
  • Prudential Financial
    Financial Planner
    Prudential Financial Sep 2015 - Present
    Orlando, Fl
    Financial Planner • Assists in the clarification, understanding and quantification of client’s financial goals and needs. • Assists clients in gathering the information needed to prepare the financial plan. • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions. • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan. • Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort. • Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

Alex Utsey, Cfp® Skills

Facebook Microsoft Office Teamwork Microsoft Word Management Powerpoint Social Media Microsoft Excel Marketing Communication Time Management Customer Service Fundraising Windows Access

Alex Utsey, Cfp® Education Details

Frequently Asked Questions about Alex Utsey, Cfp®

What company does Alex Utsey, Cfp® work for?

Alex Utsey, Cfp® works for Foundational Wealth Planners

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

Alex Utsey, Cfp®'s current role is Financial Planner and Managing Partner.

What is Alex Utsey, Cfp®'s email address?

Alex Utsey, Cfp®'s email address is al****@****ial.com

What schools did Alex Utsey, Cfp® attend?

Alex Utsey, Cfp® attended University Of Florida - Warrington College Of Business Administration, Santa Fe Community College.

What skills is Alex Utsey, Cfp® known for?

Alex Utsey, Cfp® has skills like Facebook, Microsoft Office, Teamwork, Microsoft Word, Management, Powerpoint, Social Media, Microsoft Excel, Marketing, Communication, Time Management, Customer Service.

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