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Alex Kuzmin, Financial Advisor

FINANCIAL ADVISOR
Alex Kuzmin

CRPC™
6141 Grand Blvd, New Port Richey, FL 34652opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

About Alex

With over 10 years of experience in the financial services industry, I am dedicated to helping clients achieve their financial goals and secure their financial future. I hold series 7 and 66 licenses and a CRPC™ or Charter Retirement Planning Counselor™ designation.

My philosophy centers around a client-first approach, where understanding your unique financial situation, goals and risk tolerance is paramount. Utilizing a goals-based approach, I work closely with you to identify and prioritize your financial objectives, whether it’s buying a home, funding your children’s education or ensuring a comfortable retirement. By focusing on your specific goals, I create tailored financial...

Work History

  • Edward JonesJuly 2024 to Current
  • Bank of America, N.A.June 2015 to July 2024

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of California-San DiegoMBA (Masters of Bus Admin)

Team Members

  • Colleen Rediger
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(727) 817-1783

Fax

(877) 765-0144

Office Address

6141 Grand Blvd
New Port Richey, FL 34652opens in a new window

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