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

Alex Caswell, CFP®

CFA, EA

Wealth Script Advisors

605 Market St, Suite 509
San Francisco, CA 94105
FINANCIAL ADVISOR'S WEBSITE
(480) 326-6290 CONNECT WITH Alex
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General

Alex Caswell is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Wealth Script Advisors in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)
  • Other - Enrolled Agent

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Buying a Home, Career Change, Asset Allocation, Cross-border Planning, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

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