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Alex Graham, CFP®
Wealth Advisor
As a Wealth Advisor at Andina Advisors, Alex brings extensive expertise in crafting holistic financial strategies for high-net-worth families and individuals. He excels in building and executing comprehensive financial plans tailored to each client’s unique needs, empowering them to make informed financial and investment decisions. His specialized knowledge includes retirement planning, investment strategies, navigating social security complexities, and tax optimization, all aimed at guiding clients towards their personal and financial aspirations.
A magna cum laude graduate of Utah Valley University’s Woodbury School of Business in 2019, Alex holds a degree in Personal Financial Planning and earned his CFP® (Certified Financial Planner) designation in 2020. Drawing from diverse experiences at RIAs across Portland, OR, Kansas City, MO, and Orem, UT, Alex offers invaluable insights and solutions to his clients.
Outside of the office, Alex is an avid outdoor enthusiast. He enjoys skiing, running, mountain biking, and hiking with his family. He’s also a sports fan, and enjoys playing golf, soccer, and basketball.