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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

2 advisors near New York, NY

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Cheng L

Series 63, Series 65

New York, NY

HHL Wealth Advisors Inc.

Cheng Luo is a financial advisor at HHL Wealth Advisors Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, and Prime Number Capital, LLC. Outside of advising, Luo serves as an adjunct assistant professor teaching accounting courses at Baruch College and provides tax planning services through a related tax advisory business. HHL Wealth Advisors is a fee-only registered investment adviser serving individual clients and employer plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using asset allocation and Modern Portfolio Theory with a mix of passive and active funds, including ESG options upon request.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving tax strategies Founder/Business Owner
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Congzhu Y

Series 65

New York, NY

HHL Wealth Advisors Inc.

Congzhu Yang is a financial advisor at HHL Wealth Advisors Inc. in New York, NY, holding a Series 65 designation with one year of industry experience. Prior to joining HHL Wealth Advisors, Yang worked at New York University and Zhejiang Gongshang University. Yang also serves as a financial associate at HHL Advisors Group, assisting with tax preparation for clients. HHL Wealth Advisors is a fee-only registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individual clients and employer plan sponsors. The firm serves a small client base, emphasizing individualized investment policies using asset allocation and Modern Portfolio Theory, and offers socially responsible options upon request.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving tax strategies Founder/Business Owner
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