CFP®, ChFC, CLU, CASL, AAMS
Alex Zourides is a widely regarded financial planning and wealth management professional with more than 20 years of significant industry experience across many areas of finance, including tax preparation, insurance, investments, retirement planning, estate planning strategies, college funding, debt strategies, and risk management. He has helped countless clients throughout his career, and has earned a stellar reputation throughout the industry.
Alex is the founder of Alex Zourides, CFP™ Inc, a NY State licensed company providing a broad range of financial services to individuals and companies. I strive to provide every client of Alex Zourides, CFP™ Inc. a highly personalized service that fosters financial independence. Prior to starting his own practice, Alex worked for several large financial institutions, including TIAA-CREF, JPMorgan Chase, and Prudential Financial. He also served as an executive at a boutique financial planning firm specializing in high net worth clients such as professional athletes, entertainers, and Fortune 500 executives.
Alex earned a Bachelor of Science Degree in Finance from Florida International University and a Certified Financial Planning certification from the College for Financial Planning. He is a Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER™ professional, and holds Chartered Advisor for Senior Living (CASL), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations. Additionally, he is a licensed Life and Health Insurance agent in the state of New York and Florida. He has built a career helping others by following his passion. Alex currently resides in Long Island, NY.