1926 E. Fort Lowell Rd Suite 100

Tucson, AZ 85719

520-318-4600

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Mon - Thurs: 9:00 - 5:00 AZ
Fri: 9:00 - 3:00 AZ

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

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

Ironwood Financial Partner

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))

Personal

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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Ironwood is engaged, or continues to be engaged, to provide investment advisory services.