Alex Menassa, JD, MT, CPA

Senior Financial Planner at Szarka Financial
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Contact Information
us****@****om
(386) 825-5501
Location
North Olmsted, Ohio, United States, US

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Bio

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Experience

  • Szarka Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner
      • Dec 1999 - Present

      Manage investments to achieve retirement goals, help with 401k rollovers, managing IRA's and ROTH IRA's, estate planning, protecting assets from long term care expenses. I partner with my clients to structure portfolios that can help achieve their retirement goals while minimizing risk. Manage investments to achieve retirement goals, help with 401k rollovers, managing IRA's and ROTH IRA's, estate planning, protecting assets from long term care expenses. I partner with my clients to structure portfolios that can help achieve their retirement goals while minimizing risk.

Education

  • University of Akron School of Law
    Juris Doctorate, Taxation, Estate Planning
  • The University of Akron
    Master of Taxation
  • The University of Akron
    B.S. Accounting

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