Alex Baier is a Wealth Advisor Associate at RLS Private Wealth Consulting, Inc., bringing a fresh and thoughtful perspective to the team. With nearly a decade of experience in the financial services industry, Alex is dedicated to helping clients translate their financial success into achieving their personal goals.
Before joining RLS, Alex spent nearly ten years serving clients at a highly respected global life insurance firm. His expertise spans investment management, insurance, and financial planning, allowing him to provide strategic insights and tailored solutions for clients.
Alex earned a Bachelor of Arts in Business Management Economics with a Concentration in Accounting from the University of California, Santa Cruz. As a financial advisor, he specialized in investment analysis, insurance analysis, and retirement distribution strategies while also leading training seminars and co-hosting educational webinars for advisor peers.
Alex is a Certified Financial Planner Professional (CFP®) and holds Series 6, 7, 63, and 65 licenses as well as the California Life, Accident, and Health Insurance License.
In his free time, Alex enjoys competing in tennis, reading biographies, and spending time with his wife and friends.