Moneta Group
As an advisor on the Kukla McGinnis Brown Team, Alex specializes in building trusted relationships with clients to create focused solutions tailored to their long-term goals. He is extremely passionate about helping people identify and plan for their financial needs, and enjoys fulfilling this calling every day by working with clients to help them develop and implement customized financial plans for their individual situations.
This person is not in the org chart
This person is not in any teams
Moneta Group
1 followers
Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.