Alex serves as Vice President and Director of Financial Planning at Skyview Financial Group, where he develops integrated financial plans for clients and leads the firm's technology and digital presence.
Credentials
Alex holds two of the most rigorous credentials in wealth management — a combination chosen deliberately to serve the kinds of clients Skyview works with.
In 2026, Alex became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional after passing the CFP® Certification Examination administered by the Certified Financial Planner Board of Standards. The CFP® is the most widely recognized planning credential in the profession, covering the full breadth of personal financial planning: investment planning, retirement planning, tax planning, estate planning, insurance and risk management, and the ethical standards that govern how planners work with clients. It is the foundation on which any comprehensive planning practice is built.
Earlier that year, 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. Where the CFP® establishes breadth, the CPWA® adds depth on the issues affluent families uniquely face: advanced tax strategy, estate structures, equity compensation, asset protection, charitable planning, and the human dynamics of multi-generational wealth.
The two credentials together shape Alex's practice at Skyview: the discipline of comprehensive planning that the CFP® requires, applied at the level of complexity that CPWA® training prepares for.
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 CFP® and CPWA® training reinforces what he already practiced: that accomplished 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 is both technically rigorous and genuinely accessible.