Alex is a Partner and the Chief Financial Officer of The Senex Group, an integrated financial services firm headquartered in Woodland Hills, California. Alex along with his two partners, Bruce Gendein and Wayne Scott, started The Senex Group in 1992. The firm specializes in the design, implementation and administration of qualified retirement plans for clients nationwide.

For over 30 years Alex has provided design and business consultation services to a variety of clients. The main focus of his practice has been with the problems and challenges unique to small, closely held business owners.

He is a Chartered Life Underwriter (CLU) and a Certified Financial Planner (CFP). Alex has worked with professionals for years custom-designing plans to help your clients save money in the most tax-efficient manner.

* Investment Avisory Services offered through Royal Alliance Associates, Inc., a registered investment advisor.