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Alexander T

CFP®, Series 63, Series 66

Chandler, AZ

Innovative Financial Solutions, Inc.

Alexander Telidis is a CFP® professional with 16 years of industry experience. He has worked at Innovative Financial Solutions, Inc. since 2017 and previously held positions at ProEquities Inc and as an independent investment advisor. In addition to his advisory work, he is an independent insurance agent offering insurance products through unaffiliated issuers. Innovative Financial Solutions, Inc. provides financial planning, investment portfolio management, and retirement-plan consulting to individuals, small businesses, and employer-sponsored plans. The firm employs a tailored investment approach that combines active and passive strategies, utilizing fundamental analysis across various asset classes to align with client objectives and risk tolerances.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Founder/Business Owner Retired
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