Alex Soderberg, CFP®

Advisor

 
  • I’m proud to be part of a smart and dedicated team that is always looking to do the best for our clients.

  • I have an eye for detail and understanding complex topics but really enjoy connecting the details with part of a client’s larger financial picture. I love disentangling these topics for clients so they can understand the decision making process.

  • I enjoy spending times with my family and friends. My wife and I like to be outside with our 3 kids hiking, swimming, camping, or just playing at the park. I love to barbecue and have friends and family over to enjoy the food and company.

  • Marrying my best friend who is far wiser than I am and having three great kids.

  • -University of California, Davis , B.A. Economics, with Honors

    -CERTIFIED FINANCIAL PLANNER™ (CFP®)