Alex Paoletto, CFP®
Alex began in the Financial Industry in the late 70’s. And since has managed his own firm, Investment Associates, LLC, with over 500 clients. Investment Associates and Equity Concepts merged in 2011.
Alex is a past president of the Richmond Chapter of “Institute of Certified Financial Planners.” He has appeared as the Host of Speaking of Money, a financial planning talk show, and as one of the experts on USA Today’s Money Hot Line. He has been featured in various publications including the Richmond Times Dispatch and Morningstar, and as a financial expert on WTVR Channel 6, the Richmond local CBS affiliate.
Alex was an instructor for the division of adult education instructor for Henrico, Hanover and Chesterfield counties in Virginia, as well as lectured on various financial subject for individuals and corporations.
Alex earned his BS degree in Accounting with a minor in Economics from St. John’s University, New York. He has also earned Masters Level Certifications in “Pre-Retirement Financial Planning” and “Professionally Managed Assets” from the College of Financial Planning.
Alex currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 07, 24, 26 and 63 licenses and is licensed in 25 states. Alex is a CFP® Certified Financial Planner.