Alex Tirso

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About Alex Tirso

Alex Tirso is a Wealth Advisor and Partner of Ramapo Wealth Advisors, Affiliated with Steward Partners. He helps successful individuals demystify the financial puzzle through the financial planning process. As a CFP Practitioner, Alex works alongside his clients to help them flesh out their specific long-term needs and craft a holistic plan to get them there.

Simply put, Alex helps young investors get organized and start their "saving muscle"; middle-aged families ensure they're set up for college expenses and retirement, and (pre)-retirees create a custom income plan so that they do not outlive their wealth. 2 questions are always answered, "Will I make it?" and "Do I have any financial blindspots?"

Alex holds a Bachelor of Science in Finance from The University of Maryland. As a believer in lifelong learning, Alex earned his Certified Financial Planner designation in July 2022 and attained his Certified Investment Management Analyst designation via Yale Executive Education Program in November 2018.

Alex lives in Bergen County, New Jersey with his wife Cristina and their son, Sebastian. He is an avid runner, having completed 3 marathons (NYC & Chicago), as well as the Grand Canyon Rim-to-Rim-to-Rim Challenge. He loves to read or listen to podcasts on personal development and health & wellness. Alex and his wife love to travel and learn about new cultures.

See Disclosures

General Information

CRD#

6130816

Firm CRD#

283004

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Having worked 13+ years in financial services, Alex brings experience in financial planning and asset management. His career journey began at UBS and Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments. For the past 8 years, Alex has excelled as a Vice President at Invesco, one of the largest asset managers in the industry, where he consulted financial advisors on investment strategies.

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Foreign Languages Serviced

Spanish

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CIMA^®, CRPC^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Long Term Care, Variable Annuity, Life, Variable Life

Firm Information

Assets Managed by Firm

$500,000,000

Advisor's Number of Clients

Assets Managed by Advisor

$38,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelor of Science - Finance

University of Maryland
09/03/2007 -05/20/2011

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER", and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Boards initial and ongoing certification requirements.

Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC's licensed insurance agency affiliates.

Securities are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (SPIA), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Representatives of Ramapo Wealth Advisors are registered with and provide securities and/or advisory services through Steward Partners.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892200/paladinregistry-Ramapo-Wealth-Advisors,-Affiliated-with-Steward-Partners-detailed-disclosure.html

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Paladin Research Report For:

Ramapo Wealth Advisors, Affiliated with Steward Partners