Scott R. Alexander Biography

FocusScott R. Alexander, MBA, CLU, LUTCF, has two decades of experience providing financial services and insurance protection to individuals, families and businesses.  He graduated from Brigham Young University majoring in Business and Communications.   He earned his MBA from the University of Redlands in Finance and Economics and was selected for membership in the elite Whitehead Leadership Honor Society.  After graduating cum laude with distinction he went on to attend American College, Bryn Mawr, Pennsylvania earning his CLU® and LUTCF designations.


 

In his position as CEO and Founder of Alexander Financial Strategies, LLC Insurance and Financial Services he has directed the company from its first client to its current base of over 1,000.  This growth has been proliferated primarily by client referrals.  Alexander Financial Strategies, LLC Insurance and Financial Services  has provided over 170 Million Dollars of insurance protection to those depending on their financial expertise. One of the markers of a company’s success is the loyalty of its’ clients.  
 

In 1995 Scott became a member of MDRT* (Million Dollar Round Table).  This group is comprised of 1% of the most successful Financial Professionals in the world.  He has qualified for inclusion in MDRT every year since.  He is a member of the National Association of Insurance and Financial Advisors (NAIFA), supporting local, regional and national chapters.  He is also a member of the Society of Financial Planning Professionals.  Scott has specialized in preparing his clients for retirement no matter where they are positioned on the retirement pathway.  He is a respected and sought after speaker on this and other financial topics, both in the industry, business world and by various community groups both nationally, as well as in international settings.

*“MDRT" is recognized throughout the industry as the standard of excellence in life insurance sales performance.
 

His passion for gaining and sharing knowledge has expanded into education, and he has served as an Adjunct Professor of Graduate Studies in Finance and Economics, where he was nominated for teacher of the year.  Scott has also been credited with assisting an accredited university in design and creation of their Finance, Investment and Management Graduate School and Annuity curriculum.  

 

Scott Alexander works hard for his clients and considers his interaction with other recognized professionals as an important strength and benefit in providing his clients with timely information and strategies to reach their financial goals. His passion for goal setting is evident in the way he runs his life and his business.  Daily, weekly, monthly and yearly planning have proven him very successful.  He is a firm believer in “Begin with the end in mind.” 


 

Scott is currently spearheading Alexander Financial Strategies' series of Retirement Seminars to help Retirees and Pre-Retirees for the challenges of longer retirements and uncertain factors such as inflation and financial climates that could affect the quality of their retirement.  His passion for helping clients to minimize risks, reduce taxes and secure wealth that can be enjoyed and passed on, has become the springboard for these events.  Scott looks forward to these and all future opportunities to advise those creating their future.

 

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