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 PLANNER^TM (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