Alex Bjornsen Financial Planning Assistant

Alex Bjornsen, FPQP™, is a Financial Planning Assistant at Cassaday & Company, Inc., and has been with the firm since May of 2021.

Alex works alongside Christopher Krell in a dedicated capacity to help provide his clients with the highest level of comprehensive and proactive service. Alex’s responsibilities include assisting with client meetings, and preparing high-level analyses regarding social security, pensions, college education funding, and retirement cash flow projections.

Alex holds the Financial Paraplanner Qualified Professional (FPQP®) through the College of Financial Planning.

Alex is a graduate of Radford University and holds a Bachelor of Business Administration in Finance with a concentration in Real Estate & Insurance. Alex currently resides in Reston, Virginia and in his spare time, he enjoys golfing, watching Capitals hockey, and spending time with friends and family.

Alex is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.