Richard Alexander
CFP®, AIF®, MBA, APMA®, CRPC®
Pure Financial Advisors, LLC
Senior Financial Planner
Richard Alexander
CFP®, AIF®, MBA, APMA®, CRPC®
Pure Financial Advisors, LLC
Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard Alexander, CFP®, AIF®, MBA, APMA®, CRPC®
Fee-Only financial planner located in Brea, CA, serving clients locally and across the country
Meet Richard Alexander
Richard Alexander is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned his MBA in Financial Planning from California Lutheran University. He also earned a Graduate Certificate in Personal Financial Planning and Bachelor of Science in Financial Services from San Diego State University.
Prior to joining a fee-only firm, Richard held his FINRA Series 7, 66, and CA insurance licenses. He worked for one of the largest independent broker-dealers in the nation where he was responsible for managing client relationships, financial planning, and portfolio management.
Richard serves as a Financial Planner with Pure Financial Advisors, where he works directly with clients to help them develop and implement personalized financial strategies to reach their retirement goals. Richard is well versed in retirement planning, cash flow planning, tax planning, portfolio management, protection planning, and estate planning.
An Orange County native, Richard enjoys spending time with his wife and two sons, exercising, hiking, camping, and assistant coaching for little league baseball and youth soccer.
Richard Alexander 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 Richard Alexander
Office Locations:
-
3040 Saturn St
Suite 100
Brea, CA 92821
