Alex Vazquez III

My passion is to simplify the complexities of our Financial Markets so that anyone with disposable investable assets wanting to build more wealth can do so without having to exert the time and effort it takes to build a comprehensive financial plan and portfolio.

My investment strategy emphasizes total returns via a well diversified blue chip portfolio, fixed income strategy and select funds.

My role as VP of Investment Strategy allows me the freedom to design investment portfolios for my clients based on their risk tolerances, investment horizons and liquidity needs.

Real World Experience:

• I owned my own law practice for 16 years.
• I've owned and managed multiple income properties along with a family owned real estate management company for 10+years.
• My financial education blossomed with books by Benjamin Graham, Warren Buffet, Peter Lynch, Dave Ramsey and Robert Kiyosaki.
• I trained and worked under elite financial advisors at Merrill Lynch while studying for my Series 7 and 66 exams along with my Life Insurance, Variable Annuity and Health Insurance licenses.

Fun Facts & Hobbies Outside of Work:

• I love sports and have been playing some type of sport since I can remember.
• I love nature and enjoy outdoor activities such as hiking, cycling, boating and riding motorcycles.
• I love organized Auto and Moto racing and have raced go-carts, dirt bikes, cars and motorcycles.
• I'm a big history buff and enjoy reading and learning about past civilizations.
• I enjoy having good food and drink with friends and family. Steak and/or seafood paired with good wine or bourbon puts a big smile on my face. Especially when spending time with my wife of 22 years.

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