Alex CasWealth
The best financial insight for those in tech, period.
Alex Caswell CFA CFP EA has over a decade of experience working with high-income and high-net-worth tech employees, executives, and founders. Alex is the founder and CEO of Wealth Script Advisors a fee only fiduciary wealth management firm based in Bay Area working with tech professionals in the Silicon Valley, across the country, and in pockets of the world.
Alex frequently speaks on tax strategies, equity compensation, investing insights, and financial planning to help transform your financial life.
Wealth Script Advisors LLC (WSA) is a Registered Investment Adviser in the states of California and Texas. Advisory services are only offered to clients or prospective clients where WSA and its representatives are properly registered or exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by WSA.
경제
구독자 수
578
총 영상 수
29 개
국가
미국
채널 가입일
2025-02-26
구독자 등급
Nano그라피트
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