Alex Borgardts (CFP®, ChFC®, CPA/PFS)
Alex Borgardts focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Alex complements Ashley in the Next Bloom Wealth dynamic duo, with tax-focused and technical planning. As a Certified Public Accountant (CPA) with a Personal Financial Specialist designation, he helps clients reach their goals with Next Bloom Wealth's PlanFirst™ process.
Alex is a veteran, loves spending time at the lake with his family and enjoys traveling to see family and friends. In his spare time, he enjoys barbecuing and outdoor activities with his wife and two children.
NAPFA Start Date
October 26, 2022
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.