Alex Esposito

Financial Consultant

Alex Esposito is a Wealth Advisor as well as a Registered Representative with Triad Advisors. He currently holds his Series 7, 63, & 66 as well as a California Life and Health, and Variable Insurance License. With a Professional Master’s in E-commerce and Internet Marketing from the University of San Francisco, Alex’s former career was centered around various wholesale and distribution companies in the action sports and E-commerce realm. Alex now specializes in all aspects of financial planning and wealth advising including retirement, college savings, mortgages, estate planning, life insurance, asset accumulation, and preservation.

As an entrepreneur at heart, Alex understands the unique needs of small business owners and families when it comes to building a comprehensive, goals-based financial plan. His personalized financial plans are designed to protect his clients from any unnecessary risks, losses, and taxes. He takes an educational approach to help his clients understand what a well-balanced plan looks like while teaching them how to accumulate and preserve wealth for generations to come.

Alex believes the key to financial success is not how much a person makes, but how much they save. He takes great pride in being a lifetime resource for his clients and loves helping people find peace through their financial freedom.

Interests

Alex was born and raised in San Diego and still resides in North County San Diego with his wife, Amanda, and their “grumpy cat”, Louie. On weekends they can be found at various beaches, surfing, fishing, or golfing around San Diego County.

Education

  • Alex has a Professional Masters in E-commerce and Internet Marketing from the University of San Francisco.

CRD#6812751

Alex Esposito
Financial Consultant
Louie Gato Esposito
Performance Coach

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