ÃÛѨÊÓƵ

Alex Pinn

°ä¹ó±Ê®

picture of a planner

Here to act in your best interests

About me

I am a native of upstate New York and still reside there with my wife, Allison, and our daughter, Lily. I've been working in the financial planning space since 2014 and I am excited to help our clients meet their financial goals and plan for their future.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Science, Marketing - State University of New York at New Paltz

Bachelor of Science, Asian Studies - State University of New York at New Paltz

Visit one of our Locations

Syracuse

5015 Campuswood Drive

Suite 201

East Syracuse, NY 13057

Albany

28 Corporate Drive

Suite 101

Clifton Park, NY 12065

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The latest insights from our experts