Alex S. Seleznev, CFP^®

MBA, CFA

Founder & President

Capital Squared Financial (CSF)

1451 Rockville Pike, Suite 250
Rockville, MD 20852

FINANCIAL ADVISOR'S WEBSITE

www.csqfinancial.com

(240) 600-1678 CONNECT WITH Alex

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Our comprehensive services include: - Consultation - Create a Financial Plan - Wealth Management

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Alex Seleznev is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Squared Financial (CSF) in Rockville, MD and the surrounding communities.

Financial Advisor Overview

Alex’s focus is on helping clients with Pre- and Post-Retirement Planning. He can help you (1) assess your overall retirement preparedness, (2) design an actionable and easy-to-understand plan to achieve your goals and (3) develop an investment strategy that matches your specific needs and preferences.

Financial Advisor Experience

Over the past 15 years in the wealth management industry, Alex had an opportunity to work at one of the most prominent investment management firms, a small shop that focused entirely on stock research and later at one of the top regional RIA firms. Alex also co-founded a wealth management group that was later acquired by a CPA firm. In his previous role as the Chief Investment Officer (CIO), he directed the management of over $350,000,000 in assets on the discretionary basis for over 150 individuals, families and trusts. Alex developed numerous financial plans for his diverse group of clients which gave him a deep understanding of what is needed to create a personalized and comprehensive plan. This diverse experience led him to believe that consistent delivery of exceptional client experience requires complete independence and unparalleled client focus. As a fee-only fiduciary, Alex’s sole professional objective is to guide his clients to achieve financial independence and realize their life goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes