Alex Neri, Cfp®, Chfc®, Ricp®

Alex Neri, Cfp®, Chfc®, Ricp® Email and Phone Number

Financial Planner @ Cultivate Financial Planning
Rochester, NY, US
Alex Neri, Cfp®, Chfc®, Ricp®'s Location
Pittsford, New York, United States, United States
Alex Neri, Cfp®, Chfc®, Ricp®'s Contact Details

Alex Neri, Cfp®, Chfc®, Ricp® personal email

n/a

Alex Neri, Cfp®, Chfc®, Ricp® phone numbers

About Alex Neri, Cfp®, Chfc®, Ricp®

My goal when working with clients is to help them confidently navigate the hurdles in their financial lives. At SixPoint Financial Partners we feel that our strong relationships with our clients is the foundation to their success.If you're interested in learning more about myself or our team at SixPoint Financial Partners please check out our website! www.sixpointfp.comSecurities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Alex Neri, Cfp®, Chfc®, Ricp®'s Current Company Details
Cultivate Financial Planning

Cultivate Financial Planning

View
Financial Planner
Rochester, NY, US
Website:
cultivatefinancialplanning.com
Employees:
2
Alex Neri, Cfp®, Chfc®, Ricp® Work Experience Details
  • Cultivate Financial Planning
    Financial Planner
    Cultivate Financial Planning
    Rochester, Ny, Us
    View
  • St. John Fisher University
    Adjunct Professor
    St. John Fisher University Sep 2024 - Present
    Rochester, Ny, Us
    View
  • Roadmap To Retirement
    Podcast Host
    Roadmap To Retirement Mar 2024 - Present
  • Sixpoint Financial Partners
    Financial Planner
    Sixpoint Financial Partners Aug 2018 - Present
    Pittsford, New York, Us
    View
  • Axa Advisors
    Financial Professional
    Axa Advisors Jun 2014 - Aug 2018
    New York, Ny, Us
    View
  • Western & Southern Financial Group
    Financial Representative
    Western & Southern Financial Group Jul 2013 - Mar 2014
    Cincinnati, Oh, Us
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual May 2012 - Jan 2013
    Milwaukee, Wi, Us
    View

Alex Neri, Cfp®, Chfc®, Ricp® Education Details

  • Mercyhurst University
    Mercyhurst University
    General

Frequently Asked Questions about Alex Neri, Cfp®, Chfc®, Ricp®

What company does Alex Neri, Cfp®, Chfc®, Ricp® work for?

Alex Neri, Cfp®, Chfc®, Ricp® works for Cultivate Financial Planning

What is Alex Neri, Cfp®, Chfc®, Ricp®'s role at the current company?

Alex Neri, Cfp®, Chfc®, Ricp®'s current role is Financial Planner.

What is Alex Neri, Cfp®, Chfc®, Ricp®'s email address?

Alex Neri, Cfp®, Chfc®, Ricp®'s email address is al****@****axa.com

What is Alex Neri, Cfp®, Chfc®, Ricp®'s direct phone number?

Alex Neri, Cfp®, Chfc®, Ricp®'s direct phone number is +158554*****

What schools did Alex Neri, Cfp®, Chfc®, Ricp® attend?

Alex Neri, Cfp®, Chfc®, Ricp® attended Mercyhurst University.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.