Alexander Guiliano, CFA, CPFA®, CEPA®
Founder, Managing Partner, Chief Investment Officer
Forbes Top Next-Gen Wealth Advisor - 2022
Forbes Best-In-State Wealth Advisor - 2021
Certified Exit Planning Advisor (CEPA®)
Certified Plan Fiduciary Advisor (CPFA®)
Alex is a young industry veteran who started his career at Merrill Lynch in 2006 as a high school intern. Upon graduating from college, he entered Merrill’s Financial Advisor training program where he studied under two seasoned mentors who were seeking a next-gen advisor to take over their practice. Alex was able to seamlessly fold both of their businesses into his own.
Drawing on his experience, Alex specializes in financial management and retirement planning for families and high-income individuals, plus wealth transfer for multi-generational families and succession planning for financial advisors. He serves clients who want to build a long-term relationship.
With a bachelor’s degree in business administration from The College of William & Mary and an MBA from Columbia University, Alex is also a Certified Plan Fiduciary Advisor (CPFA®) and a CFA® charterholder who holds Series 7 and 66 registrations through LPL Financial, plus life and health insurance licenses.
Alex and his wife Sharon live in Ridgewood, NJ with their toddler son, Henry and their infant daughter, Evelyn.
EDUCATION:
The College of William & Mary
Columbia University
LICENSE(S):
Series 7 and 66
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
