Alex G. Brown,  CFP<sup>&reg;</sup> - Financial Advisor

Alex G. Brown, CFP®

Financial Advisor

Genovese Burford & Brothers

1515 Response Rd
Sacramento, CA 95815
FINANCIAL ADVISOR'S WEBSITE
(916) 924-7527

General

Alex Brown is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Genovese Burford & Brothers in Sacramento, CA and the surrounding communities.

Financial Advisor Overview

Investing and retirement planning is generally overwhelming to most people. The complexity of the task drives the natural human behavior to do nothing or to respond emotionally often resulting in poor decisions. I enjoy helping clients simplify the process, remove the mental barriers, and point them in the right direction to improve the likelihood of obtaining their desired financial outcome.

Please contact us if you would like to create greater financial clarify in your life. We would welcome the opportunity to meet with you on a complimentary basis and with no obligation.

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Financial Advisor Experience

Alex Brown is the firm's administrative partner, overseeing the wealth management services with Mike Genovese. Before joining the firm in 2004, he served as a senior financial analyst with Hewlett Packard and a business consultant with Arthur Andersen. His background in public accounting and as an analyst has provided him with the analytical skills to uncover and evaluate investment opportunities. It has also exposed him to tax-related issues that cross over to the tax planning solutions he provides his clients. Alex is a member of the Sacramento Estate Planning Council and Financial Planning Association. He is strong advocate of financial literacy participating in several programs and volunteering time at local schools and non-profit organizations teaching personal finance concepts. He is also a board member of the Sacramento Chapter for the Freedoms Foundation at Valley Forge, the Sacramento Chapter of CalCPA and the Central Valley Foundation. He received a BS and a MS in accounting from Brigham Young University.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: California
  • Fixed annuities: California
  • Variable annuities: California

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Broker-Dealer Disclaimer

Securities offered through Royal Alliance Associates, Inc. Member FINRA, SIPC. Advisory services offered through Genovese Burford & Brothers Asset Management, a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources