Alex Santana
Financial Advisor
(917) 960-8783

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Hi I'm Alex and I'm passionate about helping young people live healthier financial lives. I take care of individuals who are interested in investing by motivating them to save. Additionally, I offer professional advice relating to financial services to help 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.