A registered CFS financial associate, Alex has been serving SkyOne members since 2015. With previous stint at AXA Equitable, Alex works closely with Geoff Palenik to provide financial planning services to SkyOne members.
With an affable personality, a keen ability to understand members needs, and a knack for explaining complex financial concepts in simple English, Alex has earned an excellent reputation in the financial industry and among SkyOne members.
Alex has earned the designation of Chartered Federal Employee Benefits ConsultantSM (ChFEBC℠) practitioner, which requires intensive training and a rigorous examination covering all federal employee benefits, including Civil Service Retirement System (CSRS) pension, Federal Employees Retirement System (FERS) pension, Thrift Savings Plan (TSP), life and health insurance, social security, and more. Air traffic controllers’ benefits have special provisions that differ from other federal employees, and earning the ChFEBC℠ designation means that he can help our federally employed members with their unique retirement needs.
Alex is passionate about helping people. He will not stop at simply developing a custom financial strategy for each member, but will also review performance and re-evaluate financial goals as needed. “I make it my personal responsibility to help our members meet their goals because I understand that behind every member there is a family affected by these financial decisions.”
Alex is firmly committed to building long-term relationships, and helps his members by tailoring their investment strategies and financial plans to fit their specific needs. To better help his members navigate the increasingly complex financial environment, Alex constantly expands his knowledge by keeping the pulse on the finance developments, economic trends, and technology. He also enjoys golfing and often indulges in New York Times best sellers.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, L.P. is a subsidiary of Atria.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.