Alex Vela

CFP®

FBB Capital Partners

Associate Portfolio Manager and Paraplanner

Alex Vela

CFP®

FBB Capital Partners

Associate Portfolio Manager and Paraplanner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Alex Vela, CFP®

301-657-8870

Fee-Only Financial Planner based in Bethesda, MD, Jaime serves clients in Annapolis, the greater Baltimore-Washington metropolitan area, and nationwide.

Meet Alex Vela

Alex Vela is a Certified Financial Planner™ practitioner and serves as an Associate Portfolio Manager to FBB Capital Partners’ clients. Alex enjoys working with clients through their unique planning issues and investment needs.

Alex graduated with a Bachelor of Arts in economics from the University of Maryland. Upon graduation, Alex moved to New York where he worked as an equity trader.

Alex is a Maryland native and grew up in the Bethesda area. In his spare time, Alex enjoys working out and following Maryland football and basketball.
 

Alex Vela 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.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Alex Vela is a NAPFA Associate

    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.

Contact Alex Vela

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Office Locations:

  • 4520 E West Hwy
    Suite 450
    Bethesda, MD 20814
  • 127 North Washington St.
    Easton, MD 21601
  • 1934 Old Gallows Road
    Suite 350
    Vienna, VA 22182
  • 1997 Annapolis Exchange
    Suite 300
    Annapolis, MD 21401

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