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True Temper Financial 

Alex Santana 
Financial Advisor
alex@truetemperfinancial.com
(917) 960-8783

 
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aBOUT

 

Hi I'm Alex and I help my clients live healthier financial lives by educating them on financial matters. Additionally, I provide guidance on helping investors reach their financial goals.

 

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


 

 

 
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pROCESS

 

Initial Interview 

Establishing and defining our advisory relationship so we can get organized and focus on your goals and objectives, thoughts and ideas. 

Data Gathering Meeting

Conducting a fact gathering meeting can we guide you towards reaching your financial goals. Knowing where you are financially will help us bring your current situation to the ideal. 

Analyzing your Current Financial Status

Identifying your financial strengths and weaknesses so that we can build cash reserves in case of an emergency or to take advantage of an opportunity. 

Presenting the Recommendations

Providing recommendations specific for your goals and objectives. Helping you implement the recommendations once you understand and are comfortable with with them

Implementing the Recommendations

Strategizing the execution of your long term investment plan consistent with your goals and risk tolerance. Coordinating the whole process with you and other professionals. Such as your banker, attorney, and/or CPA. 

Monitoring the Recommendations

Making sure you stay on track and are reaching your goals. Reviewing and adjusting your strategy so that it remains in line with your current views about the present and future. 

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Services

 

Most people simply don't have the time or desire to design a plan to reach their financial goals. My job is to clarify what your goals are, draw up a strategy to help you attain them, and monitor your plan through completion. The following are the types of investing and financial planning services I provide. 

The cost for the modular financial planning includes an assessment of your current situation, my recommendation to solve your financial concerns, and ongoing service for the upcoming year. Throughout this process I'll be available for when questions arise through a host of communication channels. 

The cost for the modular financial planning includes an assessment of your current situation, my recommendation to solve your financial concerns, and ongoing service for the upcoming year. Throughout this process I'll be available for when questions arise through a host of communication channels. 

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The Investment Benefit is in addition to the Financial Planning Topics Package. It's meant for busy professionals who want investment guidance.  At True Temper Financial, we know that there is no "one size fits all," for investments. We tailor a plan that is specific to your risk profile and you have access to your investments 24 hours a day. We provide investment services and education to those who's financial situation qualifies them for it. There is no investment minimum.

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About me

Alex Santana is the founder and Managing Member of True Temper Financial Services, LLC. He has gained experience working for several major financial institutions such as UBS Financial Services, Inc. and J.P. Morgan Chase Bank N.A. He has a degree in finance from the Eller College of Management at the University of Arizona and a certificate in personal financial planning from New York University. Mr. Santana is a native Californian who lives in the Upper East Side of Manhattan. He is an Eagle Scout and works closely with the Boy Scouts of America. He's a parishioner at St. Ignatius church on Park Ave. and his hobbies include golf, soccer, and long distance running. 

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gET iN tOUCH

 

 

Location

170 E. 89th St
New York, NY 10128

Email & Phone

alex@truetemperfinancial.com
(917) 960-8783

Hours

Mon.–Thurs.: 9am–7pm
Fridays : 9am–5pm

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Schedule an appointment

Please feel free to access my online calendar system to schedule an appointment with me. If you have any questions about my availability I prefer to be called or text messaged.