Alex Nosal

With his unique approach and individualized service, Alex helps clients maximize their wealth as they plan for their financial future. His philosophy is centered on a nontraditional way of structuring a plan which optimizes assets that would otherwise be lost. Going beyond traditional financial planning, Alex provides focused strategic planning which coordinates and balances what clients want to achieve with the options they can use to get there.

With a career that started in Banking and evolved into insurance, investment and financial services, Alex understands what’s required to design a comprehensive plan that covers all aspects of an individual’s financial health and well being.