Alex Bridges, CFP®,ChFC®,RICP®,CLTC®

Director of Financial Planning & Wealth Management at Dawson Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US
Languages
  • English -

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Bio

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Credentials

  • Certificate in Corporate Entrepreneurship
    Wolff Center for Entrepreneurship (WCE)
    Jan, 2018
    - Nov, 2024
  • CFP®
    CFP Board
  • Certificate in Personal Financial Planning
    C. T. Bauer College of Business (University of Houston)
  • Certified in Long Term Care (CLTC)
    CLTC
  • Chartered Financial Consultant | ChFC®
    The American College of Financial Services
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Texas Department of Insurance
  • Retirement Income Certified Professional | RICP®
    The American College of Financial Services
  • Series 7 / Series 63
    FINRA

Experience

  • Dawson Financial Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Financial Planning & Wealth Management
      • Feb 2023 - Present

    • Director of Financial Planning | Associate Private Wealth Advisor
      • Jan 2022 - Feb 2023

  • Roberts Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Financial Planning | Wealth Advisor
      • Aug 2020 - Aug 2021

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate
      • Nov 2019 - Jul 2020

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • May 2019 - Nov 2019

    • Financial Representative
      • Jan 2017 - May 2019

    • Financial Representative Intern
      • Jan 2017 - Mar 2017

      Power of 10 Intern

  • Suddath Relocation Systems
    • United States
    • Transportation/Trucking/Railroad
    • 400 - 500 Employee
    • Operations Intern
      • May 2016 - Dec 2016

      I provided support to the local operations department expediting paperwork, and helping to ensure seamless customer service of the highest quality. I provided support to the local operations department expediting paperwork, and helping to ensure seamless customer service of the highest quality.

Education

  • University of Houston, C.T. Bauer College of Business
    Bachelor of Business Administration - BBA, Finance, Finance, Personal Financial Planning, CFP® Board Certified Program

Community

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