As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alex Caswell, CFA CFP®
Everyone deserves to be the best version of themselves. Wealth management for the dreamers.
Meet Alex Caswell
Alex Caswell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Alex Caswell
930 Montgomery St.
San Francisco, CA 94133