alex

Alexander Ezra, CFP®, CKA®

Financial Advisor, RJFS
Helping new investors and families organize and optimize their finances is a passion for Alex. He aims to help clients become better stewards of their wealth through principle-based planning, ensuring they feel confident about their present and future. His faith in God inspires him to serve his clients with integrity and excellence.

Alex is a CERTIFIED FINANCIAL PLANNER® professional upholding a fiduciary standard meaning he is ethically required to act in his clients’ best interests. Alex provides a comprehensive approach to financial planning including investments, retirement, taxes, and estate planning.

As a Certified Kingdom Advisor® (CKA®), Alex integrates biblical principles into his financial advice and practice. This designation is granted by Kingdom Advisors to individuals who have completed rigorous training and demonstrated a commitment to providing biblically sound financial guidance.

After studying at the University of South Florida, Alex earned his Series 7 (General Securities Representative) Registration, Series 66 (Uniform Combined State Law Examination) Registration, and the Florida Insurance License for Life, Health, and Annuities (2-15).

Residing in Wesley Chapel with his wife, Andrea, and their two daughters, Alex finds his greatest joys in marriage and fatherhood. Outside of work, he enjoys spending time in nature, drinking coffee, and reading books by his favorite author, C.S. Lewis.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.