Alex Vazquez – Financial Planning Associate

Alex Vazquez is a Financial Planning Associate at Centurion Wealth Management. In his role, Alex supports the advisory team by assisting in the development of comprehensive financial plans, preparing for client meetings, and collaborating with the firm’s investment strategist to implement portfolio models and conduct market research.

 

Growing up in a Puerto Rican military family, Alex moved more than ten times across the United States. These frequent relocations exposed him to diverse communities and cultures, fostering his adaptability, resilience, and ability to connect with individuals from different backgrounds.

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Alex earned his bachelor’s degree in Economics, with a minor in Business Spanish, from James Madison University, where he developed a strong interest in financial markets, international business, and economic policy. He began his career in the mortgage industry, gaining experience in lending, real estate finance, and client relations, before transitioning to the financial services industry.

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Alex then spent three years as an equities trader at a wealth management firm, where he strengthened his skills in market analysis, portfolio management, and trading strategies.

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He is currently pursuing the Certified Financial Planner (CFP®) designation to further expand his knowledge and expertise in comprehensive financial planning.