Alex Klingensmith, CFP, AIF

COO & Wealth Adviser

Alex began his financial services career in 2005 after working for Kodak’s International Marketing Division in Santiago, Chile. He is focused on helping clients identify and accomplish their financial planning and investment management goals. He received a bachelor’s degree in business administration from California State University San Marcos with an emphasis in international business. Alex currently serves the board of the Carlsbad Hi Noon Rotary club as Treasurer. Outside of his professional roles Alex enjoys time spent with his family, outdoor activities and travel.

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