Alex Sierra

Alex believes a strong financial plan starts with understanding the whole person, not just the portfolio. He works closely with clients on tax planning strategies such as tax loss harvesting, asset allocation, and retirement planning, bringing each piece together into one coordinated, holistic plan. Fluent in Spanish, French and English Alex helps clients understand how to increase efficiencies in their financial plan.

His approach is personal for him. Alex is a first-generation American whose parents came from Spain. His father built his own business and thrived on the entrepreneurial side, but didn’t have the planning background to match. Watching his father prepare for retirement showed Alex the difference sound financial guidance can make, and inspired him to follow in his footsteps as a business owner, this time helping families and entrepreneurs plan with confidence.

A Physics major turned Finance minor, Alex has always been curious about how markets work. Before becoming an advisor, he completed all of his licensing along with his CFA designation so he could serve clients from day one with a strong foundation.

When he’s not working with clients, you’ll find him on the soccer field, where he still plays in a league, or on the tennis and pickleball courts. Since 2020, he’s also become a dedicated chess player and puzzle solver.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.