About

Since Alexis was a teen, he has had interest in the investment markets and what is known today as personal financial planning. After 25 years as a an electrical engineer at NASA, Alexis followed his other passion and founded his own financial planning firm to enable people from all walks of life set goals and achieve their financial dreams . Alexis had found there were a limited number of Financial Planners that provided service to those not deemed high net worth individuals.  In addition, many in the industry had conflicts of interest that did not allow them to provide true objective and unbiased advice.  Alexis is a true fiduciary and is only compensated by his clients, and does not accept compensation in any capacity from third parties. He takes pride in putting his clients first and assisting them in making decisions that will impact their retirement, college planning or whatever financial goals they have.

 

Alexis graduated from the University of Miami with a Bachelor of Science degree in Electrical Engineering.  He also holds Master’s of Science degrees from Florida Tech and The University of Central Florida.  He also holds a certificate in financial planning from the Boston Institute of Finance. Finally, he has a certificate as a retirement planning counselor from The College of Financial Planning. His professional licenses and certifications include the following: