Alexander Luing

Alexander Luing

Financial Advisor, CFP®

 

Giving clients guidance that’s right for them

Years in the industry: 5

Years with CMA: 5

Licenses and Education: Series 7, 66, CFP® BA from Gustavus Adolphus College

Alex helps maximize his client's success and outcome via a unique investment principle: helping them look at the big picture.

He  understands how one aspect of investing can impact another. That’s why he helps clients take the proper approach in a variety of services: risk and investment management, cash flow management, retirement planning, tax planning and preparation, estate planning, executive compensation, as well as charitable and legacy planning.

Taking a holistic approach with his clients has enabled him to plan and manage their investments in the best way possible, helping to maximize their impact for an even brighter future.

Over 40 years in business

Over 200 years combined experience

1.2 B Assets Under Management

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck