Alexi provides clients with a holistic view of their financial picture. By identifying their current financial situation, risk tolerance, and lifetime goals, Alexi is able to deliver a more comprehensive and individualized client experience. Prior to joining Corbett Road, Alexi worked as a Financial Advisor at Oppenheimer and an Associate at UBS.
He received a Bachelor of Science in Business with a Specialization in Finance from American University and is a member of the American University Alumni Association. Alexi is a Certified Financial Fiduciary® and holds FINRA Series 7 and Series 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses.