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Cfp® Richard Alexander

Financial Planner at Pure Financial Advisors, Inc.

Richard Alexander is a Senior Financial Advisor at Pure Financial Advisors, LLC.12 He is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner with an MBA in Financial Planning from California Lutheran University.1 Alexander also holds several other professional designations, including Accredited Investment Fiduciary (AIF®), Accredited Portfolio Management Advisor (APMA®), and Chartered Retirement Planning Counselor (CRPC®).13

With 15 years of experience in the financial industry, Alexander specializes in retirement planning, cash flow planning, tax planning, portfolio management, protection planning, and estate planning.12 He works directly with clients to develop and implement personalized financial strategies to help them reach their retirement goals.1

Before joining Pure Financial Advisors, Alexander worked for one of the largest independent broker-dealers in the nation, where he managed client relationships, financial planning, and portfolio management.1 He has held FINRA Series 7 and 66 licenses, as well as a California insurance license.1

Alexander's educational background includes:

  • MBA in Financial Planning from California Lutheran University
  • Graduate Certificate in Personal Financial Planning from San Diego State University
  • Bachelor of Science in Financial Services from San Diego State University1

Outside of his professional life, Richard is an Orange County native who enjoys spending time with his wife and two sons, exercising, hiking, camping, and assistant coaching for little league baseball and youth soccer.1

Highlights

Feb 22 · purefinancial.com
Richard Alexander - Senior Financial Advisor
Richard Alexander - Senior Financial Advisor
Jan 22 · purefinancial.com
Meet the Team - Fee-only Financial Advisors
Mar 1 · unbiased.com
Richard Alexander | unbiased.com
Mar 19 · indyfin.com
Richard Alexander - Pure Financial Advisors - Indyfin

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Cfp® Richard Alexander
Cfp® Richard Alexander, photo 1
Cfp® Richard Alexander, photo 2
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Location

Orange County, California, United States