Alex Vela

CFP®

FBB Capital Partners

Associate Portfolio Manager and Paraplanner

Contact Me

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®

Contact Me

301-657-8870

Website

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

301-657-8870

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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

FBB Capital Partners, LLC (FBB) is a SEC-registered investment advisor located in Bethesda, Maryland.  FBB and its investment advisor representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which FBB maintains clients. FBB may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC's website at www.adviserinfo.sec.gov.

Information contained herein has been obtained from sources believed to be reliable. While we have no reason to doubt its accuracy, we make no representations or guarantees as to its accuracy.  The opinions and analyses expressed herein constitute judgments as of the date of this publication and are subject to change at any time without notice.  None of the information contained in this publication constitutes a solicitation to buy or sell securities.

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