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Alex S
CFP®, Series 66
San Francisco, CA
Citizens Private Wealth
Alex Scheel is a CFP® with six years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in San Francisco. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, Morgan Stanley, and First Republic Investment Management. Scheel served in the United States Air Force for twelve years before starting his financial career. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer, and it benefits from its affiliation with Citizens Bank, providing clients access to banking products and integrated wealth management services.
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