Alex Tirso is a Wealth Advisor and Partner of 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 Hudson County, New Jersey with his wife Cristina and their son, Sebastian. He is an avid runner, having completed two New York City marathons and is looking forward to participating in the Chicago marathon in October 2024. He loves to read or listen to podcasts on personal development and health & wellness. His wife and he have visited more than 20 countries. They enjoy blending "adventure vacations"--having hiked Macchu Pichu, the W-Trek in Patagonia, and spending 3 days in the Amazon jungle--with touring new cities & beaches.
Ramapo Wealth Advisors 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 |
| Work Experience: | With more than a decade of experience in the financial services, Alex brings tremendous expertise 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: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses, Estate Planning & Trusts |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
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. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Northern NJ, Central NJ, Manhattan |
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