Alex Cipollone is a registered Principal and Branch Manager with Raymond James Financial Services, Inc. Alex has more than 35 years of extensive experience in the financial services industry. During his 35 years of experience he has earned the CERTIFIED FINANCIAL PLANNER™ certification, and professional industry designations of Chartered Financial Consultant ChFC®, Chartered Life Underwriter CLU®, and Accredited Asset Management Specialist AAMS®. He holds a Series 7, General Securities License, Series 24, General Securities Principal License, Series 51, Municipal Fund Securities Principal License, and Series 63 Uniform Securities Agent State Law License. In addition, Alex has been life and health insurance licensed in New Mexico and other states since 1979.
Alex is president and founder of Asset Planning Company, Inc. He is the past president of the New Mexico Society of Certified Financial Planners. He is an active member in good standing of the Financial Planning Association and the American Society of Financial Services Professional Consultants.
Alex has affiliated with Raymond James Financial Services since November 1994. (Previously named Investment Management and Research, Inc.) He has qualified for the Executive Council from 1995 to 2016.*
*Membership is based on prior fiscal year production. Re-qualification is required annually.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.