Alex Crouch, CFP®

Co-Founder

Nashville, Tennessee, United States14 yrs 1 mo experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in equity compensation for tech professionals
Passionate about wealth building strategies
Experienced in tax minimization and investment management

Stackforce AI infers this person is a Financial Advisor specializing in wealth management for tech professionals.

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Skills

Core Skills

Financial PlanningWealth ManagementRetirement PlanningTrainingAccount Management

Other Skills

Investment ManagementTax MinimizationInsurance AnalysisEstate PlanningConsultative ConversationsTechnical ExpertiseIRS RegulationsCurriculum DevelopmentFinancial ConceptsQuality ManagementCommunicationSuitabilityFinancial AdvisoryFinancial Services

About

I didn't come from wealth. I wore hand-me-downs, shared a bedroom, and never ate at restaurants. I wasn't taught how to build wealth. So I set out on my own journey to learn the secrets. I studied how the wealthy act and the strategies they use. Now my mission is to bring back those strategies to you - tech professionals - to help you build wealth. My passion is helping tech professionals navigate equity compensation and master their money. Many people in tech aren’t sure what to do with their equity. I help them balance the risk, upside, and taxes so they can turn their “paper money” into real money. Services I provide for clients: -Investment management -Company stock planning -Savings plan -Tax minimization -Insurance Analysis -Company benefits analysis -Estate planning -Wealth building -IPO planning I have particular expertise with: -Stock Options (ISOs & NQSOs) -Restricted Stock Units (RSUs) -Alternative Minimum Tax -Employee Stock Purchase Plans Values *You're a person, not a spreadsheet *I'll never judge your decisions *I use plain English because I hate jargon Learn more at TechFP.com

Experience

Tech financial planning

Founder

Jul 2022 – Present · 3 yrs 8 mos · Nashville, Tennessee, United States · Remote

Holistic financial planning for tech professionals with equity compensation.
I help people in tech:
Reduce taxes
Optimize investments
Improve cash flow
Protect your assets
Grow your wealth
Fund college education
Plan wealth transfer
Reach financial goals
Live a life you love

Financial PlanningWealth ManagementInvestment ManagementTax MinimizationInsurance AnalysisEstate Planning

Abound wealth management

Financial Advisor

May 2021 – Jul 2022 · 1 yr 2 mos

Novare capital management

Financial Advisor

Jul 2020 – May 2021 · 10 mos

Vanguard

2 roles

Retirement Specialist

Promoted

Dec 2019 – Jul 2020 · 7 mos

Facilitated consultative conversations to align clients with personalized solutions in effort to best position them for investment success in their retirement planning.
Maintained technical expertise of current and changing retirement issues and regulations on complex retirement topics such as Required Minimum Distributions, assumed and inherited IRA decisions, small business retirement account strategy, and other retirement options.
Translated IRS rules and regulations throughout the passage of the Secure Act and Cares Act into terms that resonate with clients which lead to a heightened education in their decision making.

Retirement PlanningConsultative ConversationsTechnical ExpertiseIRS Regulations

Licensing Trainer

Jun 2019 – Dec 2019 · 6 mos

Managed classrooms of new hires through the licensing process for the SIE, Series 7, and Series 63 exams
Created licensing curriculum and presented fundamental financial concepts to classrooms of new hires
Identified problem areas and conducted targeted one-on-one tutoring sessions to increase exam scores

TrainingCurriculum DevelopmentFinancial Concepts