Alex holds a Bachelor of Arts in Finance from California State University, San Bernardino. She holds her Series 65, and is working towards CFP certification to advance within Falcon Wealth Planning. Her goal is to move up in leadership and become a financial planner to help inspire others. Alex’s time at the company has been educational, allowing her to build strong relationships with her colleagues.
Outside of work, Alex enjoys attending sporting events, trying diverse foods, and spending time with loved ones. Her enthusiasm for continuous learning and dedication to helping others make her a valuable asset to Falcon Wealth Planning.
