Alexander Kaschmitter, CFP®
Financial Advisor
Alex puts his financial acumen to work in building, transitioning and managing wealth for high-net-worth individuals, families, businesses and institutions. As a CERTIFIED FINANCIAL PLANNER™ professional, he takes the time to understand each client’s situation, pulling together all the details into a comprehensive financial plan based on the goals and aspirations that drive them. “Their goals are my goals,” he says.
He offers help with matters beyond investment management, including estate planning, tax planning, executive compensation, philanthropic giving, insurance, and 401(k) and pension plans.
Alex joined Raymond James in 2019, drawn by the firm’s commitment to putting clients first and its investments in its technology platform. Before that, he served as a financial advisor with Wells Fargo Advisors. His background also includes risk advisory roles at Ernst & Young. He earned a bachelor’s degree in accounting from Santa Clara University in Santa Clara, California.
Born in Marina del Rey, California, he grew up in Salt Lake City, Utah, where he currently lives with his wife, Nancy. When he’s away from the office, he enjoys photography, travel, skiing and hiking.
He offers help with matters beyond investment management, including estate planning, tax planning, executive compensation, philanthropic giving, insurance, and 401(k) and pension plans.
Alex joined Raymond James in 2019, drawn by the firm’s commitment to putting clients first and its investments in its technology platform. Before that, he served as a financial advisor with Wells Fargo Advisors. His background also includes risk advisory roles at Ernst & Young. He earned a bachelor’s degree in accounting from Santa Clara University in Santa Clara, California.
Born in Marina del Rey, California, he grew up in Salt Lake City, Utah, where he currently lives with his wife, Nancy. When he’s away from the office, he enjoys photography, travel, skiing and hiking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.