Alexander Ezra, CFP®

Financial Advisor, RJFS

Alex joined our team in June of 2019. He works with his own clients in addition to supporting
our Lead Advisors. His passion is working with families to help organize and optimize their
finances.

After studying at the University of South Florida, Alex attained 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 to better serve his clients.

His goal is to help individuals and families become better stewards of their wealth through
principle-based planning so that they can be confident about their present and future. His faith in God gives him the desire to serve his clients with integrity and excellence.

Alex lives in Wesley Chapel with his wife, Andrea, and their two daughters. Marriage and
Fatherhood are the two greatest joys in his life. When he’s not at work, he enjoys time in
nature, drinking coffee, and reading a book by his favorite author, C.S. Lewis.

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