Alex Price, CFP®
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.
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.