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Alex Price, CFP®

Wealth Advisor

Role at The Consulate:
At The Consulate, I manage relationships with clients in order to help them achieve their financial goals. I help guide new clients through the Financial Physical® while also serving the needs of existing clients. Another aspect of my role at the firm involves advancing the technology of the company so that we can best serve others.

Educational Background:
I am a graduate of Towson University, with a bachelor’s degree in business administration with a concentration in Finance. I earned my Certified Financial Planner™ designation in 2019.

Favorite Financial Topic to Discuss with Clients:
My favorite financial topic to discuss with clients is estate planning. I enjoy the complexities that can come along with a well-thought-out estate plan and the fulfillment of ensuring the client’s wishes are thought out and executed properly.

Outside the Office:
One of my favorite things to do outside of the office is golf. I used to work on a golf course in Baltimore County and continue to play in the area. Some of my favorite times golfing have been on golf trips with my dad.

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