Broker Check

Alex Carracedo, CFP®, CRPS®, AIF®

Director, Investments & Financial Planning

Alex Carracedo enjoys working closely with clients to educate and engage them in pursuing their long-term, shared objectives for financial independence. As a CERTIFIED FINANCIAL PLANNER™ professional, he coordinates the quality of investments and advice offered to plan sponsors and participants.

Alex received an MS in Personal Financial Planning from Texas Tech University and a BBA in Finance from Midwestern State University. He is President of the Phoenix Chapter of the Texas Tech Alumni Association.

An enthusiastic member of Toastmasters, Alex also enjoys traveling and competing in sprint triathalons.