Alex Fridley
Financial Planning Assistant
Alex is a Financial Planning Assistant at Retirement & Estate Advisor. He works directly with REA's Financial Planners to support client requests and implement the firm's recommendations. As a registered assistant, he is integral to providing the high level of service we take pride in.
Prior to working in Financial Planning, Alex received his Bachelor’s in Economics from the University of Minnesota – Duluth. After graduation, he spent several years working as a Loan Officer and in Mortgage Underwriting, specializing in complex originations. Alex has always been passionate about finance and helping people manage their finances in a way that helps them get the most out of life. Alex holds his Series 7 and 66 through LPL Financial, and Colorado Life and Health License and is committed to advancing his financial expertise and credentials. He is currently enrolled in the CFP program through the College of Financial Planning.
Outside of work, Alex is an active outdoor enthusiast, enjoying activities like camping, trail running, and gravel biking. Alex also loves to read, explore the mountain towns of Colorado, and spend time with his Wife, Christa, and their animals. He currently has a goal of a completing a 100 mile Ultra Marathon sometime next year. To which we say "best of luck".