Alex Avestini, CFP<sup>&reg;</sup> - Financial Advisor

Alex Avestini, CFP®

Financial Advisor

LifeStage Wealth

11100 Wayzata Blvd, Suite 510
Minnetonka, MN 55305
FINANCIAL ADVISOR'S WEBSITE
(763) 542-8884 CONNECT WITH Alex
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General

Alex Avestini is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LifeStage Wealth in Minnetonka, MN and the surrounding communities.

Financial Advisor Overview

Experienced Wealth Advisor working with individuals and small businesses. I help clients develop, implement, and monitor their financial plan, including, but not limited to Investment Management, Retirement, Estate and Tax Planning, Risk Management/Insurance Planning, Cash Flow/Debt Management, and Business Planning.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Minnesota
  • Health/disability insurance: Minnesota

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources