Alex Parrs

CFA, CFP®, ChFC, CFS, CASL

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.