About Ramapo Wealth Advisors
Ramapo Wealth Advisors was established with the mission of delivering the highest quality personalized planning advice and investment solutions to each of our clients. Everyone at our firm are partners dedicated to exceeding the expectations of our clients. Our firm is built with a focus on integrity, culture and partnership.
Our focus is always on our clients and their needs. We help people make sound financial decisions and durable plans that will last through major life events and grow with them over the years. We aim to educate our clients on choices available and provide them with a variety of solutions tailored to their goals and personalities.
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General Information
Firm Start Year
CRD#
6130816
Firm CRD#
283004
Years of Experience in Financial Services
12
Work Experience
With more than a decade of experience in the financial services, Alex brings tremendous expertise in financial planning and asset management. His career journey began at UBS and Merrill Lynch, where he honed his skills in advising individual clients on their financial goals and investments. For the past 8 years, Alex has excelled as a Vice President at Invesco, one of the largest asset managers in the industry, where he consulted financial advisors on investment strategies.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CIMA®, CRPC®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Health, Annuity, Accident, Life, Variable Annuity, Disability, Variable Life, Long Term Care
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$100,000
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelor of Science - Finance
University of Maryland
09/03/2007 -05/20/2011
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892200/financialplanners-Ramapo-Wealth-Advisors-detailed-disclosure.html