Alex Brown-Financial Advisor at Genovese Burford & Brothers in Sacramento, CA

Alex Brown, CPA, CFP®

Financial Advisor and Partner

(916) 924-7527
Email Alex

My Philosophy

Investing and retirement planning is generally overwhelming to most people. The complexity of the task drives the natural human behavior to do nothing or to respond emotionally often resulting in poor decisions. I enjoy helping clients simplify the process, remove the mental barriers, and point them in the right direction to improve the likelihood of obtaining their desired financial outcome.

My Specialties

  • Investment Management
  • Tax & Estate Planning
  • IRA planning
  • Corporate Sponsored Retirement Plans

My Interests

  • Spending time with my wife and five children
  • Serving in my church and community
  • Golfing
  • Anything else outdoors

My Qualifications

  • BS in Accounting, Brigham Young University (1995)
  • Masters in Accounting, Brigham Young University (1997)
  • Certified Public Accountant (1999)
  • Certified Financial Planner (2005)
  • Series 7 & 66 Securities Registrations(2004)

My Involvement

  • Financial Planning Association, Member
  • Sacramento Estate Planning Council, Member
  • California Society of CPAs, Board Member
  • Freedoms Foundation at Valley Forge, Board Member
  • Central Valley Foundation, Board Member
  • Boy Scouts of America, Volunteer

My Experience

  • 2004-Present, Genovese Burford & Brothers
  • 2003-2004 – My Three Sons, Inc.
  • 1999-2003 – Hewlett Packard
  • 1997-1999 – Arthur Andersen

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here