facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
%POST_TITLE% Thumbnail

ALEX BROWN, CPA®, CFP®

(916) 713-0833 | 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 PLANNERTM (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
Check the background of this firm/advisor on FINRA’s BrokerCheck.