Alex Vassey, CFP(R)

Experience

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  Vassey Financial Planning & Investments

  Dec 2011 - now

  Investment Advisor/ President

  As a CERTIFIED FINANCIAL PLANNER™ professional, Alex has committed himself to providing clients with high standards of service and ethics. As part of the CFP® certification process and the terms and conditions imposed upon certificants and registrants, CFP® Board maintains professional standards necessary for competency in the financial planning profession. As a Chartered Retirement Plans SpecialistSM, Alex provides business owners with an understanding of how to establish an efficient retirement plan and helps ensure regular compliance with plan rules. A CRPS® designee can evaluate the financial status of your business and design the optimal plan for your employees. His Baccalaureate in Business Administration was earned from the College of Charleston allowing him the opportunity to spend several years in the Intermodal Transportation Industry surrounding the ports of Charleston before realizing his analytical skills would be more suited to personal financial planning. Alex holds his FINRA Series 7 and 66 registrations through Commonwealth Financial Network, SC Life Insurance license, and maintains the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Plans SpecialistSM designation. Show less