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Alex Bridges
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Alex Bridges

Financial Planner at Tiverton Wealth

Verified advisor · CFP® · CRD 6736420
Fiduciary Checkon Wealthtender
Tiverton Wealth
Listed in People
Financial Advisor
#545LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20261followersMessage AlexContact Alex on LinkedIn
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Who Alex works with
Retirees and pre-retireesEstate and legacy planningTax planning
2
Tools in my stack
RightCapital
Financial Planning, Retirement Planning, Estate Planning +6 more
Slant CRM
Digital Onboarding, Client Meeting Support, Client Data Gathering +3 more
0
Events coming up
0
Books, pods, letters
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Things I'm open to

News

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