Alex is the President and LPL Wealth Advisor of Teodoro Wealth Management (TWM). Alex is affiliated with LPL Financial, the largest independent broker dealer in the United States of America, based on total revenue, as reported in Financial Planning magazine, July 1996-2018.
Prior to joining LPL Financial as a Registered Principal and Branch Manager in January 2003, Alex was a Vice President and senior partner of a high-net-worth team with Morgan Stanley, working with corporate asset management, corporate executives, business owners and their families.
Alex’s career in Financial Services began at Merrill Lynch Private Client Group where he excelled at his practice.
For individuals and families, Alex emphasizes dynamic financial planning and pro-active wealth management. This focus addresses his client’s need to answer myriad interconnected financial issues, such as planning for financial freedom, monetization of concentrated stock positions, efficient asset allocation, risk management, diversification, alternative investments, estate planning strategies, and philanthropic pursuits, while focusing on the qualitative goals of a sophisticated clientele.
Alex also helps write policy and manages assets for private not-for-profit foundations. He is a very active board member and trustee for not-for-profit foundations.
Alex holds a number of Securities Registrations, including the Series 7, 24, 31, 53 and 66 with LPL Financial. He holds Life, Health, Disability, Long Term Care & California Partnership Long Term Care Insurance Licenses. He has also earned the following professional designations:
03/2006 - Accredited Asset Management Specialist (AAMS®) from the College for Financial Planning.
05/2006 - Accredited Wealth Management Advisor (AWMAsm) from the College for Financial Planning.
06/2006 - Certified Investment Managers Analyst (CIMA®) from the Investment Manager Consultants Association.
02/2012 - Accredited Investment Fiduciary Analyst (AIFA®) from Fiduciary 360.
Alex studied Law at the University of Cape Town, South Africa, with an emphasis on Political Science. After taking a sabbatical where he traveled throughout Europe and the Americas, Alex completed a second degree in Economics, Finance and Geography at California State University, San Francisco, graduating magna cum laude.
Beyond TWM, Alex puts his coaching and teaching talents to use as a PADI IDC Staff Diving Instructor. An active pilot, with Instrument Rating privileges, he volunteers as a Mission Pilot for Angel Flight West, reducing travel time for cancer patients who live a significant distance away from hospitals where they receive chemotherapy treatments. Alex also enjoys spending quality time with his children, sailing, swimming and hiking.
Teodoro Wealth Management and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.