Alex Rupert

Special guest

As a Senior Associate in Sequoia’s Private Client Services group, I work closely with individuals, families, business owners and entrepreneurs to help them more effectively manage their wealth and better understand their personal financial landscapes. Clear communication is key, and I understand the value of translating complex financial concepts into logical and actionable ideas.

My objective is to create, facilitate, educate, and effectively implement financial planning strategies with clients. I strive to not only deliver the most efficient strategies for each client’s goals, but also to provide clients with a strong understanding of their personal financial situation.

Alex Rupert has been a guest on 2 episodes.