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Alex Koynoff

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If you or somebody in your household has a career in the RETAIL industry, you have found the financial planning firm for you. I do my best work with Retail professionals who are part of the following teams: • Field Operation Leaders, such as Store Management, District Leaders, Regional Leaders, VPs and SVPs. Visit ATKFP.COM to learn more. I have over 14 years in the financial services industry, mostly spent within the investments landscape supporting institutional clients. • ~ 11 years in financial reporting and accounting for complex investment portfolios such as 401Ks, pensions, general accounts, endowments and foundations. During this time, I was able to see all the moving parts of an investment portfolio, which led my passion for personal finance, investments and planning for a great future. • ~ 3 years working for a large multinational Insurance company within their corporate accounting department leading projects on technology based improvements. It is the proactive financial planning that gave me the opportunity to be able to start my own firm. The financial stability that financial planning can bring provides more options to live life on your terms. One of my core values is helping people. I also like numbers and analyzing data. As a financial planner (a lot of numbers and data), I get to help people with their financial prosperity. It is the perfect job for me! I am horrible at selling. Since I have my own firm, that might be a bad thing since I need to "sell" my services. But this is good for my clients. They don't need to feel they are part of a salesy and pushy process. My firm focuses on building long-term relationships, so we can be your financial advisor throughout your financial journey. Personal finance is not easy. It is a continuous journey with many moving parts. But you don't have to do it alone. Finding someone you can trust with your finances is a big task, which is why it is important that the engagement is focused on a long-term relationship and not a transaction. Comprehensive financial planning brings clarity to everything money related in your life. It is the alignment of your financial capital with your values and goals. That alignment serves as the guide to take you to your financial prosperity destination. It helps you stay disciplined, overcome the challenges we will face but most of all, it lets you focus on life. *Posts are for informational purposes only and are not advice.

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