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Cfp® Alex Osmond
Financial Consultant - Sustainable, Responsible and Impact Advisor
Alex Osmond, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional based in Denver. With a background in Economics from Colorado College and specialized training in financial planning, Alex is committed to helping his community plan for a secure future. Through his role at Equitable Advisors, Alex focuses on offering alternative solutions to financial issues, reflecting on the impact and importance of sound financial planning in today's evolving world.
Throughout his career, Alex has held various roles in the financial sector, from being a Financial Consultant to serving as Head of Sales in different organizations. His commitment to service, excellence, communal benefit, and continual improvement drives his work ethic and approach to financial planning. Alex's dedication to leaving things better than he found them is evident in his strive for enhancing his clients' financial plans and making a positive impact.
Alex Osmond's passion for service extends beyond his professional endeavors. As an Eagle Scout, he embodies the values of making a difference and seizing opportunities in financial planning. By believing that a small change can lead to significant outcomes, Alex approaches each financial plan with the aim of opening doors to financial success for his clients.