Alex Klingensmith

President at IDA | Co Host of the Financial Detox® Show

Role
Partner President at IDA Wealth
Location
Carlsbad, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Alex Klingensmith

I am an experienced RIA leader with a demonstrated history of working in Wealth Management, adept at Practice Management, Investment Management and Financial Planning. Our family loves living in the North San Diego community and I enjoy being involved in organizations such as the Boys & Girls Club of Carlsbad and coaching my kids recreational sports teams.

Experience

  1. Partner President

    IDA Wealth

    Mar 2021 — Present · Carlsbad, CA, US

Education

  • Kaplan University

    CERTIFIED FINANCIAL PLANNER(TM), Financial Planning and Services

    2014 — 2015

  • California State University San Marcos

    Bachelor of Business Administration (B.B.A.), Global Business Management

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Alex Klingensmith — Partner President at IDA Wealth in Carlsbad, CA, US | Unifers