Alex Chisholm

Financial Strategist @1804 Financial Group

Falls Church, VA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2019 — Present

Financial Strategist @1804 Financial Group

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Washington, DC, US

Dergalis Associates is a segment of my practice geared specifically towards working with Long & Foster realtors in the Washington D.C. Metro Area.

EDUCATION

2007 — 2011

University of Maryland - Robert H. Smith School of Business

Bachelor of Science (BS)

2007 — 2011

University of Maryland College Park

Bachelor of Science (BS)

SKILLS

Strategic Financial Planning401(K) Distribution PlanningBusiness Succession PlanningEstate Planning StrategiesWealth ManagementExecutive Benefits PlanningRetirement PlanningInvestment Advisory Services

ABOUT ALEX CHISHOLM

At our firm, we specialize in delivering comprehensive financial planning strategies…

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