Wealth Designed. Life Defined.
Alex Reed has the pleasure to serve his clients as their wholistic Wealth Advisor. He currently holds credentials as a CERTIFIED FINANCIAL PLANNER™ or CFP® Professional & Chartered Financial Consultant® or ChFC®, which demonstrates his passion for financial education. He grew up in NE Portland where he attended Grant H.S., studied Real Estate Finance at University of Denver, and graduated from University of Oregon with a B.S. in Business Administration with a focus in Finance and Supply Chain Management.
Alex’s first financial pursuit was during 7th grade math class, where the class project lead him to follow stock prices to understand statistical patterns. Throughout high school and college Alex sought out opportunities to learn more about personal finance. He discovered that our education system drastically underprepares people for the complex financial world. After graduation, he knew that his calling was to be the financial educator that families need.
His practice has developed to serve high net worth families and businesses to design and implement financial plans tailored to their needs. Wealth management is more than just stocks and bonds, it is about repeatedly making sound financial decisions that create the desired outcome that clients seek. Alex understands the opportunities and risks that the world presents and actively advises his clients about how to navigate them. The key to his success is adaptability and the ongoing pursuit of a being a lifetime student.
In his free time, Alex prefers being on the water; sailing, boating, kite-boarding or paddle boarding. He is an active sailboat racer and enjoys the thrill of offshore racing. Alex is an active member of Portland Yacht Club, and former Commodore of Corinthian Yacht Club. When not on the water, he can be found hiking, traveling to new destinations or studying modern furniture design.
Alex is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.