Hi, I’m Alex Chandler, Certified Financial Planner at Base Wealth Management. I’ve been in the financial services industry for over 17 years now, and during that time I’ve had the opportunity to help people navigate all kinds of markets, including the extreme chaos of 2008 and 2009. That experience especially shaped how I approach planning today. As we know, markets go up, they go down, but your plan should be built to weather both. I became a Certified Financial Planner back in 2012, and most of my work focuses on helping clients make the most of what they already have, whether that’s their employer benefits, retirement options, or investment strategies. I also spend a lot of time working with clients on how to reduce taxes in their portfolios, because keeping more of what you earn is just as important as how you grow it.
One thing you’ll notice if we work together, I don’t use a lot of industry jargon. I believe financial advice should be clear and not complicated. If I can’t explain something in plain language, it probably isn’t helpful. What I do enjoy most is helping people connect the dots. You don’t need to have a million dollars to start planning. You just need to understand where you are, where you want to go, and how to take the next step. If you’ve got questions about your retirement or your investments, I’d be happy to talk. Feel free to reach out. I’m always glad to help.
