Alex Soler

Financial Professional at Equitable Advisors

Role
Financial Professional at Equitable Advisors
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

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

  1. Financial Professional

    Equitable Advisors

    Jan 2020 — Present · Houston, TX, US

Education

  • Texas A&M University

    Bachelor’s Degree, Finance

    2011 — 2015

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Alex Soler — Financial Professional at Equitable Advisors in Houston, TX, US | Unifers