AeroLeads people directory · profile
Alex Utsey, Cfp® Email & Phone Number
Financial Planner and Managing Partner
at
Foundational Wealth Planners
2 work emails found
@prudential.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner and Managing Partner
Location
Greater Orlando, United States, United States
Company size
Who is Alex Utsey, Cfp®? Overview
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Quick answer
Alex Utsey, Cfp® is listed as Financial Planner and Managing Partner at Foundational Wealth Planners, a company with 3 employees, based in Greater Orlando, United States, United States. AeroLeads shows a work email signal at prudential.com and a matched LinkedIn profile for Alex Utsey, Cfp®.
Alex Utsey, Cfp® previously worked as Financial Planner / Managing Partner at Foundational Wealth Planners and Financial Planner at Prudential Financial. Alex Utsey, Cfp® holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from University Of Florida - Warrington College Of Business Administration.
Company email context
Email format at Foundational Wealth Planners
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*@prudential.com
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AeroLeads found 2 current-domain work email signals for Alex Utsey, Cfp®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Facebook, Microsoft Office, Teamwork, Microsoft Word, and 11 others.
Current workplace
Alex Utsey, Cfp®'s current company
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Foundational Wealth Planners
3 roles
Alex Utsey, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planner / Managing Partner
Current- 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.
Nov 2021 - Present
Financial Planner
Current- 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.
Sep 2015 - Present
2 education records
Alex Utsey, Cfp® education
Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General
Associate Of Arts (A.A.), Business Administration And Management, General
Santa Fe Community College
FAQ
Frequently asked questions about Alex Utsey, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alex Utsey, Cfp® work for?
Alex Utsey, Cfp® works for Foundational Wealth Planners.
What is Alex Utsey, Cfp®'s role at Foundational Wealth Planners?
Alex Utsey, Cfp® is listed as Financial Planner and Managing Partner at Foundational Wealth Planners.
What is Alex Utsey, Cfp®'s email address?
AeroLeads has found 2 work email signals at @prudential.com for Alex Utsey, Cfp® at Foundational Wealth Planners.
Where is Alex Utsey, Cfp® based?
Alex Utsey, Cfp® is based in Greater Orlando, United States, United States while working with Foundational Wealth Planners.
What companies has Alex Utsey, Cfp® worked for?
Alex Utsey, Cfp® has worked for Foundational Wealth Planners and Prudential Financial.
How can I contact Alex Utsey, Cfp®?
You can use AeroLeads to view verified contact signals for Alex Utsey, Cfp® at Foundational Wealth Planners, including work email, phone, and LinkedIn data when available.
What schools did Alex Utsey, Cfp® attend?
Alex Utsey, Cfp® holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from University Of Florida - Warrington College Of Business Administration.
What skills is Alex Utsey, Cfp® known for?
Alex Utsey, Cfp® is listed with skills including Facebook, Microsoft Office, Teamwork, Microsoft Word, Management, Powerpoint, Social Media, and Microsoft Excel.
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