10/21/2024
Thank you for the spotlight Rochester Professionals Under 40
Today's member spotlight is the knowledgeable financial planner Alex Neri, CFP®, ChFC®, RICP®!
Alex is passionate about empowering individuals and families to have the lives they deserve through proper financial planning that keeps a focus on tax planning. Although asset management is critical, his clients find that minimize their tax burden is what separates Alex from other advisors.
Born and raised in Webster, NY, Alex carries a strong sense of community and commitment to those he guides. After graduating from Webster Schroeder High School, he pursued his passion for finance at Mercyhurst University, where he earned his bachelor’s degree. His education continued as he earned his CFP®, ChFC® and RICP® designations. He’s also been committed to reading a minimum of 10 page per day and likes to think that he’s become very well read.
When he's not at the SixPoint Financial Partners office, Alex immerses himself in a variety of pursuits that reflect his enthusiastic personality and diverse interests. As an adjunct professor at St. John Fisher University, he shares his knowledge and passion for finance with the next generation. Outside the classroom, you can find him enjoying the company of his golden retriever puppy, George. He’s a committed fan of the Buffalo Bills and Sabres, following their seasons closely and supporting his teams. With a balance of professional and personal pursuits, Alex approaches life with a grounded and thoughtful perspective.
Alex is an avid networking and would encourage you to reach out!
Here is a link to his profile:
https://lnkd.in/ey_rYQ4k
Join us in congratulating Alex on today's member spotlight!
