Alex Akers

Alex Akers serves clients in his home state of Arizona, particularly the West Valley. He works with individuals, families, and state retirement employees to help provide financial strategies, services, and investments to help them work toward their financial goals, including planning for retirement.   

His success has been built on a commitment to professional excellence and integrity, and his constant pursuit of open communication as well as an in-depth understanding of each of his client’s unique financial needs. That coupled with his credentials, experience, and disciplined approach, he is able to deliver on his promise of personalized service and seeks to provide an added level of comfort and confidence to his clients.

Committed to the West Valley, Alex is an alumni and current board member of Leadership West. And when it comes to building on his education and knowledge, he currently holds a designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®). He also holds his FINRA Series 7 and 65 registrations.

When not working, you can find Alex fishing the various lakes and streams across Arizona, spending time with his wife and 2 daughters, and exploring unique local coffee shops.