Alex Rezzo
CPA | CFA | CFP® - Financial Advisor
- Role
- Principal at Andante Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Alex Rezzo
Even great tax pros hit a wall with tax planning when the client doesn\'t have a cooperative investment advisor to implement some pieces of the plan. I\'m here to break down that wall. As a CPA, I work seamlessly alongside tax pros and as a CFA and RIA firm owner, I reliably implement tax planning recommendations into clients\' investment accounts and enhance the tax pro\'s value.
Experience
Principal
Jan 2022 — Present
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