
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, Past Board Member
- Freedoms Foundation at Valley Forge, Past 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