Alex Esposito is a Wealth Advisor as well as a Registered Representative with Triad Advisors. He currently holds his Series 7, 63, & 66 as well as a California Life and Health, and Variable Insurance License. With a Professional Master’s in E-commerce and Internet Marketing from the University of San Francisco, Alex’s former career was centered around various wholesale and distribution companies in the action sports and E-commerce realm. Alex now specializes in all aspects of financial planning and wealth advising including retirement, college savings, mortgages, estate planning, life insurance, asset accumulation, and preservation.

As an entrepreneur at heart, Alex understands the unique needs of small business owners and families when it comes to building a comprehensive, goals-based financial plan. His personalized financial plans are designed to protect his clients from any unnecessary risks, losses, and taxes. He takes an educational approach to help his clients understand what a well-balanced plan looks like while teaching them how to accumulate and preserve wealth for generations to come.

Alex believes the key to financial success is not how much a person makes, but how much they save. He takes great pride in being a lifetime resource for his clients and loves helping people find peace through their financial freedom.

Interests

Alex was born and raised in San Diego and still resides in North County San Diego with his wife, Amanda, and their “grumpy cat”, Louie. On weekends they can be found at various beaches, surfing, fishing, or golfing around San Diego County.

Education

• Alex has a Professional Masters in E-commerce and Internet Marketing from the University of San Francisco.

My wife Kerry and I live in Long Beach, CA with our 1-year-old labradoodle, Beau. Our son Aidan (26) and daughter Delaney (23) both live in Nashville and although we miss them, we are happy to visit when we are looking for a change of pace. I was born in Philadelphia, moved to Southern California when I was 11 and except for short stints in New York and Colorado, I have lived in the Orange County/LA area ever since. I graduated from California State University, Long Beach earning my degree in Finance with an emphasis in Investments.

As an independent advisor and CERTIFIED FINANCIAL PLANNER® , I’ve built my practice with a specific focus on educating my clients and giving them the confidence they need to successfully navigate any of the financial challenges life is sure to present them.

When I am not in the office, I enjoy golfing, skiing, camping, fishing and pretty much everything outdoors.

I am excited to be a part of the team!

I have worked in the tax and wealth management industry since 2016 and love it!  I like to think I bring an eclectic blend of education and real-life experience to the team.  I am a graduate of George Mason University with a Bachelor of Individualized Studies (BIS) in International Conflict, Analysis and Resolution. I have also earned an associate degree in Paralegal Studies, A.A.S. 

Outside of work, I like to spend time with my husband, Malcolm, and our 4-year-old son, E.J., who keeps us busy with his love of dinosaurs, robots, soccer, & basketball. We currently reside in Santa Fe, NM where we enjoy the beautiful sunsets nightly!

I look forward to working with each and every one of you!