Alex Call, CFP®
Financial Advisor at Peterson Wealth Advisors- Claim this Profile
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Bio
Alex Gillaspie, M.Ed.
As his former manager, I give Alex my highest recommendation. Alex is an incredibly skillful financial planner who makes certain to meet his fiduciary responsibility of providing sound financial advice to his clients—while also ensuring to establish a personal emotional connection with them in order to bond on a much deeper level. He has always been willing to go the extra mile for the business—working tireless hours, volunteering for a multitude of projects, and providing very insightful feedback to improve the client experience. Alex has established himself as a leader in the office, exuding a level of approachability that makes him available to help all of his co-workers with any and everything they may need. He has truly been an exemplary employee, and I give him nothing but my full endorsement.
Alex Gillaspie, M.Ed.
As his former manager, I give Alex my highest recommendation. Alex is an incredibly skillful financial planner who makes certain to meet his fiduciary responsibility of providing sound financial advice to his clients—while also ensuring to establish a personal emotional connection with them in order to bond on a much deeper level. He has always been willing to go the extra mile for the business—working tireless hours, volunteering for a multitude of projects, and providing very insightful feedback to improve the client experience. Alex has established himself as a leader in the office, exuding a level of approachability that makes him available to help all of his co-workers with any and everything they may need. He has truly been an exemplary employee, and I give him nothing but my full endorsement.
Alex Gillaspie, M.Ed.
As his former manager, I give Alex my highest recommendation. Alex is an incredibly skillful financial planner who makes certain to meet his fiduciary responsibility of providing sound financial advice to his clients—while also ensuring to establish a personal emotional connection with them in order to bond on a much deeper level. He has always been willing to go the extra mile for the business—working tireless hours, volunteering for a multitude of projects, and providing very insightful feedback to improve the client experience. Alex has established himself as a leader in the office, exuding a level of approachability that makes him available to help all of his co-workers with any and everything they may need. He has truly been an exemplary employee, and I give him nothing but my full endorsement.
Alex Gillaspie, M.Ed.
As his former manager, I give Alex my highest recommendation. Alex is an incredibly skillful financial planner who makes certain to meet his fiduciary responsibility of providing sound financial advice to his clients—while also ensuring to establish a personal emotional connection with them in order to bond on a much deeper level. He has always been willing to go the extra mile for the business—working tireless hours, volunteering for a multitude of projects, and providing very insightful feedback to improve the client experience. Alex has established himself as a leader in the office, exuding a level of approachability that makes him available to help all of his co-workers with any and everything they may need. He has truly been an exemplary employee, and I give him nothing but my full endorsement.
Credentials
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CERTIFIED FINANCIAL PLANNER™
-Aug, 2016- Nov, 2024
Experience
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Peterson Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Oct 2018 - Present
- Retirement income planning (coordination of retirement assets, pensions, and social security) - Executive compensation and benefit planning (Advice on Stock options, deferred compensation arrangements and non-qualified retirement benefits) - Tax efficient comprehensive wealth management (Advice and management of capital gains, charitable contribution strategies, asset allocation and location) -Multi-generational planning (next generation gifting, planning and education) - Retirement income planning (coordination of retirement assets, pensions, and social security) - Executive compensation and benefit planning (Advice on Stock options, deferred compensation arrangements and non-qualified retirement benefits) - Tax efficient comprehensive wealth management (Advice and management of capital gains, charitable contribution strategies, asset allocation and location) -Multi-generational planning (next generation gifting, planning and education)
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Drive Wealth Advisers, LLC
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United States
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Financial Services
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1 - 100 Employee
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Certified Financial Planner
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2017 - Oct 2018
Drive Wealth Management is an independent wealth advisory firm. Our Objective is to: 1. Organize - Organize, clarify, and simplify our client's current financial situation 2. Create - Design and implement an integrated financial “blueprint” that addresses immediate needs and intended future goals unique to each client’s vision and personal circumstances. 3. Serve - Reduce the time our clients spend on financial affairs through a service model focused on open communication, coordination and diligent monitoring. Show less
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LearnVest
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United States
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Financial Services
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1 - 100 Employee
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Planning Associate
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Aug 2014 - Apr 2017
Worked with clients across the country to provide judgment-free advice on everything from budgeting and investing to insurance and estate planning to help clients elminate financial uncertainity and achieve their financial goals. Worked with clients across the country to provide judgment-free advice on everything from budgeting and investing to insurance and estate planning to help clients elminate financial uncertainity and achieve their financial goals.
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Woodland Leishman & Associates
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United States
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Financial Services
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1 - 100 Employee
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Internship
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May 2014 - Aug 2014
Generated updated reports on multiple mutual funds and all firm portfolio options Assisted in transitioning to new CRM, from Redtail to SalesForce Generated updated reports on multiple mutual funds and all firm portfolio options Assisted in transitioning to new CRM, from Redtail to SalesForce
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Orem High School
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Orem, Utah
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Head Sophomore and Assistant Varsity Coach
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Oct 2005 - Mar 2006
•Coached sophomores to a winning record •Taught fundamental basketball skills and importance of teamwork •Coached sophomores to a winning record •Taught fundamental basketball skills and importance of teamwork
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Education
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2009 - 2014
Utah Valley University
Bachelor of Science (BS), Personal Financial Planning -
2003 - 2005
Orem High School
Community
