Alex Soler
Financial Professional at Equitable Advisors
- Role
- Financial Professional at Equitable Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Alex Soler
Alex\'s approach is to encompass his strong family values and the commitment to build long-term relationships with his clients. Throughout his career, he has developed plans addressing retirement, life insurance, wealth accumulation strategies, and college savings strategies. Alex has the tools and resources available to him and his clients that will help develop and implement a personalized financial strategy unique to everyone’s individual needs. I recently obtained my CLU® (Chartered Life Underwriter), as continuing my education is important to me so that I can provide the most current information regarding changes within the industry. I am enrolled at the American College to obtain my ChFC® (Chartered Financial Consultant) and CFP® (Certified Financial Planner). Born in Sugar Land, TX, Alex loves to workout and play all sports; however, basketball and football are his favorites. He is a graduate of Texas A&M University. He currently resides in Sugar Land, TX and enjoys traveling with his friends and family.
Experience
Financial Professional
Jan 2020 — Present · Houston, TX, US
Education
Texas A&M University
Bachelor’s Degree, Finance
2011 — 2015
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