Alex Soler ChFC®, CLU®
Financial Consultant
Alex joined Equitable Advisors in 2015 and has since helped individuals retire with the dignity they deserve. Alex cares about each client’s situation, respects their assets, suggests solutions to address their concerns, monitors progress and stays in touch. During his personal time, Alex enjoys working out, eating, and golfing with his friends/family. He resides in Houston, TX and is an avid football fan.
Professional Designations
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Wealth Planning Fiduciary*
Licenses
- Series 7
- Series 63
- Series 65
Education
- Bachelor of Science – Finance, Texas A&M University
- University of Pennsylvania, The Wharton School
Areas of Focus
- Retirement Planning
- Life Insurance
- College Planning
- Long-Term Care
- Brokerage/Advisory Investments
Professional Affiliations
- Million Dollar Round Table (MDRT)
*Wealth Planning Fiduciary title awarded by Equitable Advisors, based upon receipt of a Certificate in Wealth Planning from the Wharton School of the University of Pennsylvania. Whether your Financial Professional is subject to an actual fiduciary standard will depend on the service offered.