By building over 12 years of experience, Alexander Varela provides comprehensive wealth management and retirement planning to clients in various stages of life. Alexander has a focus on investment, tax mitigation, charitable, and retirement distribution strategies for individuals, families and small businesses across the United States.
Over the past twelve years, Alexander has worked with hundreds of clients to help them choose, invest, and manage plans that fit their needs. As a financial advisor, his main goal is to help his clients make well-informed decisions on what types of investments are right for them. Alexander emphasizes the need to adjust investment plans as his client’s goals and needs change. By always listening to his clients concerns, Alexander is able to share all information about potential investments, including benefits, risks, and treat your financial goals with top priority.
Outside the office, Alexander spends all his time with his wife of 14 years and their two children. As a man of many interests, he enjoys tennis, classic cars, movies, traveling, reading, occasionally yard work, and watching all his children’s various activities.
Alexander holds a degree in Finance from the University of Arkansas-Little Rock College of Business. He holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam), held through LPL Financial. He also has his license for life, health, long-term care, and disability insurance.