Alex Klingensmith's Location
Carlsbad, CA, US
Alex Klingensmith's Work
- President @ Intelligence Driven Advisers (IDA)
- COO and Wealth Adviser @ Intelligence Driven Advisers (IDA)
- COO and Wealth Adviser (at Labrum Wealth Management) @ Intelligence Driven Advisers (IDA)
- Senior Wealth Adviser (at Labrum Wealth Management) @ Intelligence Driven Advisers (IDA)
- Vice President - Financial Services Professional @ Surf and Sand Insurance Marketing
Alex Klingensmith's Education
- Kaplan University
CERTIFIED FINANCIAL PLANNER(TM) (Financial Planning and Services)
2014 - 2015 - California State University San Marcos
Bachelor of Business Administration (B.B.A.) (Global Business Management)
Alex Klingensmith's Skills
- Retirement Planning
- Retirement
- Investments
- Wealth Management
- Financial Services
- Insurance
- 401k
- Strategic Financial Planning
- Estate Planning
- Fixed Annuities
Alex Klingensmith's Summary
Alex Klingensmith, based in Carlsbad, CA, US, is currently a President at Intelligence Driven Advisers (IDA), bringing experience from previous roles at Intelligence Driven Advisers (IDA), Labrum Wealth Management and North County Group, Inc.. Alex Klingensmith holds a 2014 - 2015 CERTIFIED FINANCIAL PLANNER(TM) in Financial Planning and Services @ Kaplan University. With a robust skill set that includes Retirement Planning, Retirement, Investments, Wealth Management, Financial Services and more, Alex Klingensmith contributes valuable insights to the industry. Alex Klingensmith has 2 emails on RocketReach.
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