“I believe in empowering individuals and families by providing sound financial guidance that helps them build a secure future and make confident decisions, one step at a time.”
Alex Salem, CFP®, is a Financial Advisor at Attitude Financial Advisors, where he provides personalized financial guidance that goes beyond numbers. With a decade of experience in the financial industry, Alex is dedicated to helping clients simplify and navigate their financial lives with skill and care.
Alex specializes in working with parents to create budgets and plan for both short- and long-term financial goals. He helps them manage the new expenses of raising children, homeownership, and the challenges that often come with changing employers, along with the uncertainty of fluctuating income. He also works with individuals navigating major life transitions, such as divorce or the loss of a spouse, and excels at guiding clients through critical decisions about insurance, investments, retirement planning, and maintaining financial stability during times of change.
Before joining Attitude Financial Advisors, Alex spent three years in operations at a Long Island-based broker-dealer, where he honed his knowledge of investment strategies and financial systems. As a trusted CERTIFIED FINANCIAL PLANNER® practitioner, he works with clients managing equity compensation, group benefits, and retirees seeking to create sustainable income streams that align with their desired lifestyles. His comprehensive approach ensures that each client receives personalized advice tailored to their unique goals and circumstances.
Alex’s commitment to his clients is rooted in a strong moral code and a passion for helping others. He offers not just financial plans but also confidence, clarity, and unwavering support for life’s important decisions. By building meaningful relationships, he ensures his clients feel valued as individuals, not just account balances.
Outside the office, Alex enjoys spending time outdoors hiking, visiting parks, and playing golf. A lifelong sports enthusiast, he’s an avid fan of New York teams like the Yankees, Giants, Knicks, and St. John’s basketball, where he’s often found courtside as a season ticket holder. To learn more about Alex, connect with him on LinkedIn.
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