Senior Wealth Manager
Alex Kilian, CFP®
- Financial planning and consulting services
- Estate planning
- Insurance analysis
Alex joined Aldrich in 2016 to work exclusively with physicians and medical practices. At one point, he considered a medical career but instead chose to help physicians manage their own financial health. Now working primarily with corporate executives, business owners and medical professionals, he guides his clients through their complex wealth management needs, including financial planning, tax planning, estate planning, insurance analysis, and investments. In addition to the services he provides to individual healthcare practitioners, Alex works closely with medical practices evaluating their retirement plan and employee benefits needs.
His experience prior to joining Aldrich includes investment management and financial planning for physicians, dentists, corporate executives and business owners as well as a background in investment banking and medical research. Alex is currently a business professional mentor through the PSU – School of Business and sits on the Board of the San Dieguito River Valley Conservancy.
Alex graduated with a Bachelor of Science degree from Portland State University, where he majored in finance and minored in economics. He completed post-baccalaureate premedical coursework at Oregon State University and a Certificate in Financial Planning from Boston University. Alex is a CERTIFIED FINANCIAL PLANNER™ professional.