Alex serves as Vice President and Director of Financial Planning at Skyview Financial Group, where he develops comprehensive financial plans for clients and oversees the firm's technology and digital presence.
The CPWA® Designation
In 2026, Alex earned the Certified Private Wealth Advisor® (CPWA®) designation from Investments & Wealth Institute — an advanced credential designed specifically for advisors serving high-net-worth clients. The CPWA program covers the technical skills needed to address the full breadth of issues affluent families face: tax planning, estate strategy, equity compensation, asset protection, charitable giving, and the behavioral dynamics of multi-generational wealth.
Earning the CPWA represents Alex's commitment to providing clients with the depth of expertise their financial lives deserve — not just investment management, but comprehensive planning that integrates every dimension of wealth.
Background
In 2016, Alex graduated from Florida Atlantic University with a Bachelor's Degree in Business Administration, with a double major in Finance and Marketing. After graduation, Alex entered the field of digital marketing, working with companies in South Florida across the travel, legal, and medical sectors. He developed search engine optimization (SEO) strategies, managed pay-per-click (PPC) campaigns, and built social media programs to help businesses attract and retain clients.
After three years in South Florida, Alex took a position with Enerbank in Salt Lake City, Utah as their Digital Marketing Manager. There he supervised and managed the company's digital marketing strategies across paid media, content, and analytics.
After two years in Utah, Alex returned home to join his father at Skyview Financial Group — a decision that combined his finance education with his marketing expertise. Today, that combination shows up in two ways: he develops financial plans for clients with the analytical rigor his finance degree and CPWA training demand, and he leads the firm's technology infrastructure and digital presence — including the website, search visibility, content strategy, and social channels.
Philosophy
Alex believes the best financial advice comes from understanding the full picture of a client's life — not just their investment accounts. His CPWA training reinforces what he already practiced: that high-net-worth families need integrated thinking across taxes, retirement, equity compensation, estate planning, and the personal goals that drive every financial decision.
His marketing and technology background also shapes his approach. He thinks about client communication, education, and the systems that make complex planning understandable. The result is a planning practice that's both technically rigorous and genuinely accessible.