Alex Osmond is a CERTIFIED FINANCIAL PLANNER™ professional with experience helping clients in their retirement, investment, and general financial planning needs. Alex is coming to Equitable from a small Denver-based Registered Investment Advisor where he was the Client Communications and Relationship Manager. Alex previously worked with as a Personal Banker and with Janus Mutual Funds as a Customer Service Retirement Specialist.
Alex is an alumn of Colorado College (Colorado Springs) where he earned a degree in Economics. While at Colorado College, Alex was active on the Varsity Men's Lacrosse team, the Men's Rugby Club, the Phi Gamma Delta Fraternity along with the Student Government Finance Committee.
Alex is an avid outdoors-man and athlete who enjoys snowboarding, hiking, biking, rock climbing, kayaking, fishing, and many other sports. Alex is a fluent Spanish speaker and is eager to use this skill to help fill the fiancial gaps in the Spanish speaking community.
Alex and his wife can be found walking their chocolate lab around Denver when not working to solve financial planning issues for clients.
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CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Securities
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212-314-4600), member
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