Alex Santana
Financial Advisor
(917) 960-8783

Home page pic 3.jpg

Hi I'm Alex and I take care of Millennials and Gen X who are starting to save. I do this by providing expert financial advice relating to the investments in their 401(k), IRA, and brokerage accounts. When appropriate, I open brokerage accounts for my clients. Additionally, I offer professional advice relating to financial services to help generation X & Y investors avoid common financial mistakes.

We’ll plan for your long term goals and accomplish the short term ones along the way. Because...

a GOAL is more than an expectation of success.
It’s recognition that many steps make up a journey

Right now, I'm seeing many of my clients get married and start having children. My passion is to be there for them, like a friend, informing them along the way. Together we'll work on:

  • Personalizing retirement
  • Determining your 401(k) contribution and investment
  • Buying vs leasing a Car
  • Affording a new home, deciding to buy or rent
  • Establishing good credit
  • Paying for school
  • Organizing health care costs
  • Paying off student loans
  • Selecting the right investment vehicles
  • Prioritizing your financial goals and savings toward those goals
  • Understanding your current financial status
  • Managing day to day expenses and budgeting
  • Saving for your future such as a wedding or engagement
  • Restructuring credit card debt
  • Supporting a child
  • Building an emergency fund
  • Minimizing your tax liability

Regardless of market conditions, I get paid to look at your financial picture with professional wariness and emotional objectivity. Leaning on my experience can make the difference between panicking in a down market or speculating in the next frenzy.