Des Moines, IA
Wealth Advisor
Alex Ricke is a wealth advisor with five years of experience working with business owners, executives, and rising professionals. With a background in teaching high school economics, he brings a clear, educational approach to financial planning. Alex specializes in financial modeling and scenario analysis, helping clients explore "what if" situations to make confident, informed decisions. Outside of work, he enjoys time with his wife and two daughters, often with a book and a cup of tea in hand.
Experience
Choreo LLC
4 years
Cast Financial
1 year
Qualifications
University of Northern Iowa
B.A. Social Science Education
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Specialities
Investment Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Asset Allocation
Behavioral Finance
Business owners
Executives
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.