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Alexander R

CFP®, Series 66

Yukon, OK

Creative Planning

Alexander Reyes is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Creative Planning and previously worked at Edelman Financial Engines, Edward Jones, Merrill, Clean My Government, YNB, and the University of Central Oklahoma. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse clientele, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach, emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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