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Alex S
Series 65
De Pere, WI
Valora Planning
Alex Suarez is a financial advisor at Valora Planning with a Series 65 credential and two years of industry experience. His background includes roles at Pointer Financial Group and IFP Securities, LLC, as well as service in the United States Army Reserve since 2019. Suarez also has entrepreneurial experience with Prestige Roofing LLC. Valora Planning LLC is a fee-only registered investment adviser providing financial planning and investment management services to individuals, high-net-worth clients, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive management through diversified portfolios aligned with clients’ risk tolerance and asset allocation targets.
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