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Alexander Miradoli, CFP®, ChFC®, RICP®

Alexander Miradoli, CFP®, ChFC®, RICP®

Wealth Management Specialist

Alex Miradoli brings a highly analytical, macro-economic framework to the team's investment philosophy. As the Wealth Management Strategist for The Strategic Business Planner, Alex is responsible for individual portfolio architecture, quantitative asset analysis, and engineering custom investment recommendations tailored for high-net-worth families and closely held businesses.

An Economics graduate from Binghamton University with a specialized concentration in Finance. His approach to wealth management is characterized by relentless intellectual curiosity and technical precision. He holds FINRA Series 6, 7, 63, and 65 registrations, and has achieved the industry's gold standard in comprehensive wealth integration as a Certified Financial Planner™ (CFP®).

Alex helps clients design portfolios aligned with their financial objectives, taking into account factors such as tax considerations, risk tolerance, and evolving market conditions.

Outside of his analytical work, Alex is dedicated to physical and creative discipline, actively training in weight lifting and Muay Thai, and playing the piano. His commitment to execution extends to the community, where he supports philanthropic initiatives including the Huntsman Foundation and Team Katie Oppo.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).