Senior Wealth Manager
Alex Kilian, CFP®
- Financial planning and consulting services
- Estate planning
- Insurance analysis
Alex Kilian primarily works with corporate executives, business owners and medical professionals. He guides his clients through their complex wealth management needs, to include financial planning, tax planning, estate planning, insurance analysis and investments. In addition to the services that he provides to individuals, Alex works closely with businesses in evaluating their retirement plan and employee benefit needs.
His experience prior to joining Aldrich includes investment management, financial advising and planning for corporate executives, business owners, physicians and dentists as well as a background in investment banking and medical research. Alex currently sits on the Board of the San Dieguito River Valley Conservancy.
Alex graduated with a Bachelor’s of Science 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 through Boston University. Alex is a Certified Financial Planner™ professional and an MBA Candidate at the USC Marshall School of Business.