Alex Tirso is a Wealth Advisor and Partner of Ramapo Wealth Advisors, Affiliated with Steward Partners. He helps successful individuals demystify the financial puzzle through the financial planning process. As a CFP Practitioner, Alex works alongside his clients to help them flesh out their specific long-term needs and craft a holistic plan to get them there.
Simply put, Alex helps young investors get organized and start their "saving muscle"; middle-aged families ensure they're set up for college expenses and retirement, and (pre)-retirees create a custom income plan so that they do not outlive their wealth. 2 questions are always answered, "Will I make it?" and "Do I have any financial blindspots?"
Alex holds a Bachelor of Science in Finance from The University of Maryland. As a believer in lifelong learning, Alex earned his Certified Financial Planner designation in July 2022 and attained his Certified Investment Management Analyst designation via Yale Executive Education Program in November 2018.
Alex lives in Bergen County, New Jersey with his wife Cristina and their son, Sebastian. He is an avid runner, having completed 3 marathons (NYC & Chicago), as well as the Grand Canyon Rim-to-Rim-to-Rim Challenge. He loves to read or listen to podcasts on personal development and health & wellness. Alex and his wife love to travel and learn about new cultures.
Ramapo Wealth Advisors, Affiliated with Steward Partners, was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership. Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.
General Information |
| Number of Years with Current Firm: | 2 |
| Work Experience: | Having worked 13+ years in financial services, Alex brings experience in financial planning and asset management. His career journey began at UBS and Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments. For the past 8 years, Alex has excelled as a Vice President at Invesco, one of the largest asset managers in the industry, where he consulted financial advisors on investment strategies. |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
| Foreign Languages Serviced: | Spanish |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management |
Services |
| Investment Types: | Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Long Term Care, Variable Annuity, Life, Variable Life |
Firm Information |
| Assets Managed by Firm: | $500,000,000 |
| Advisor's Number of Clients: | 63 |
| Assets Managed by Advisor: | $38,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets |
Education |
| Bachelor of Science - Finance | University of Maryland - College Park 09/03/2007-05/20/2011 |
Financial Services |
| Investment Advice & Management
Having spent 8 years at a global institutional asset manager, Alex has deep knowledge in both public & private market investments. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER", and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements. Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC's licensed insurance agency affiliates. Securities are offered through Steward Partners Investment Solutions, LLC ( SPIS ), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ( SPIA ), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. Representatives of Ramapo Wealth Advisors are registered with and provide securities and/or advisory services through Steward Partners. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Northern , Central NJ; virtual |
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