Alex Parrs, CFA, CFP®, ChFC, CFS, CASL

(520) 318-4600

Education and Designations

  • Carleton College, Bachelors of Economics
  • CFA Chartered Financial Analyst
  • CFS Certified Fund Specialist
  • ChFC Chartered Financial Consultant
  • CFP Certified Financial Planner
  • CASL Chartered Advisor for Senior Living
  • Life & Health Insurance Licensed

Professional Experience

  • Over 15 years working as a wealth manager
  • Specializing in 401(k), 403(b), TSA & other Company Retirement Plan Rollovers
  • Focus in Wealth Accumulation, Asset Protection & Preservation
  • Assists with Income & Distribution Planning
  • Specialist in Asset/Portfolio Management
  • Portfolio Tax Planning
  • Small company pension plans (SEP IRA, SIMPLE IRA, i401(k), 401(k))


Alex and his wife, Marta, spend most of their free time with their son Liam and daughters Nadia and Sasha. Alex enjoys cooking and playing basketball.

Our Team