Marcus S. Alexander, CPFA®, MBA
Senior Vice President, Financial Advisor
With a dynamic energy, entrepreneurial spirit, and a fine-tuned approach, Marcus Alexander has launched his brand, Alexander Wealth Solutions, in order to better serve his clients. Holding an MBA from Duke University and a background in Mathematics and Computer Science from Loughborough University of Technology in England, he brings a wealth of knowledge and experience to his practice. His career in the financial industry spans over 25 years, and he is known for his charismatic and attentive client approach, focusing on comprehensive financial planning, asset management, and wealth management.
Marcus has helped clients with their retirement and portfolio income goals.His client-centric philosophy emphasizes regular and constant contact, ensuring that each client's unique needs and perspectives are understood and addressed. He maintains strong, long-term relationships through keeping clients informed and engaged every step of the way. His professional journey is driven by a passion for investing and a commitment to guiding clients towards their financial goals, with a focus on building and growing a robust advisory practice.
A passionate athlete, Marcus has competed in various sports, including setting British age track records and being a top 5 world Duathlon champion. He is a Duke University donor and a member of USA Triathlon.
Marcus resides in Newport Beach, CA, with his wife Min L. Alexander and their three children: Eva, Sophia, and William.