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Alexander R
CFP®, Series 63, Series 66
Redondo Beach, CA
Creative Planning
Alexander Ray is a CFP® professional with 10 years of experience in the financial industry. He is currently with Creative Planning and has previously worked at firms including MAI Capital Management, Evoke Advisors, Goldman Sachs, Morgan Stanley, and JP Morgan. His background includes roles across wealth management and private banking. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.
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