Alexander Ezra, CFP®

Financial Advisor, RJFS

Alex joined our team as a Paraplanner and Branch Associate in June of 2019. He has since been promoted to Financial Advisor and has begun working with his own clients in addition to supporting our Lead Advisors. He has worked on many cases with divorcees, retirees, and young adults during his time with IFS.

A former University of South Florida Bull, Alex graduated with a double major in Finance and Personal Financial Planning from the Muma College of Business and a minor in Marketing. He holds his Series 7 (General Securities Representative) Registration, the Series 66 (Uniform Combined State Law Examination) Registration, and the Florida Insurance License for Life, Health, and Annuities (2-15). On December 7th, 2021, he became a CERTIFIED FINANCIAL PLANNER® professional. This is often considered one of the highest standards for financial planners, and he became the third CFP® professional at IFS.

His goal is to help individuals and families make smart decisions about money so that they can be confident about their future through proven planning techniques. His faith in God gives him the desire to serve his clients with integrity and excellence.

Alex lives in Wesley Chapel with his beautiful wife and their daughter. They have a goal to see all 50 states together. He enjoys playing guitar, working with his hands, & trying new recipes. When he is not at work, you’ll probably find Alex at home with his family, a cup of coffee, and reading a book by his favorite author, C.S. Lewis.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.