Alex Wolfe, CFP®
Head of Financial Planning
- Sarasota / Lakewood Ranch
- Alex@BaseWealthManagement.com
"Financial Freedom starts with having a financial plan. Start planting trees today to provide shade tomorrow."
Biography
Alex is a Certified Financial Planner®. He brings over a decade of experience working with individuals, families, and business owners. Prior to working for Base Wealth Management, Alex worked for Fidelity Investments and an independent wealth management firm in Venice, FL. Through many years of practice, he specializes in helping clients navigate their financial goals through comprehensive financial planning. He received his bachelor’s degree in economics from Texas A&M University. He currently holds several security licenses including his series 7, 9/10, and 66.
Alex is originally from Gillette, WY. He and his wife Madison are avid animal lovers and have five of their own. They enjoy traveling and finding local coffee roasters and shops in search of the best coffee in Florida.
Education
– Texas A&M University, Bachelor’s Degree in Economics
WHAT Alex LIKES TO HELP WITH
Budgeting
Learn practical budgeting techniques with Alex to help you build financial stability and set a solid foundation for wealth growth.
Goal Setting
Collaborate with Alex to turn your financial dreams into clear, achievable goals that match your personal aspirations.
Financial Planning
Work closely with Alex to develop a comprehensive financial plan tailored to your unique needs to help ensure a bright retirement.
Podcasts Featuring Alex
Choosing the Right Employer-Sponsored Plan for Your Business
Learn how to choose the right employer-sponsored plan, compare 401(k), SIMPLE IRA, and 403(b) options, and understand what business owners should consider.
Why Most Owners Fail When Selling a Business or Real Estate
Learn why many owners struggle to sell a business or real estate, what buyers look for, and how clean financials, planning, and strategy help improve outcomes.
DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
DIY or pro? Dustin Taylor & Alex Wolfe tackle time, risk, biases & goals so you can decide if managing your own portfolio makes sense. Listen now!
