Alexander Lippert, AWMA®, CFA
Alex finds personal satisfaction in seeing the granular analytical side of portfolio management and planning transform from the numerical and theoretical level, into impactful outcomes for clients. Investment markets will undoubtedly test client’s emotional limits, either during extreme crises or peaking market exuberance. Alex aims to eliminate the emotional pitfalls associated with these situations with a proactive planning and investment approach before the storm, coupled with an objective and practical voice of reason during the storm. He is eager to work with those who recognize the long-term value of these processes and have the conviction to accept necessary guidance in working towards their own unique purpose. Alex joined SFP in 2010 and graduated from the University of Puget Sound earning a Bachelor of Arts degree double majoring in International Business (finance emphasis) and in Mandarin Chinese. During his time at U.P.S. he also spent a semester living in Shanghai, China to study Chinese. He maintains his Accredited Wealth Management Advisor (AWMA®) designation and earned the right to use the Chartered Financial Analyst (CFA) designation. Alex enjoys cooking for friends and family, flying fishing, and he and his wife Brittany Joy slowly but surely work towards climbing all of the Colorado 14ers.
Alex is a Registered Representative and Investment Advisor Representative with Securian Financial Services.