Alex Bjornsen, FPQP™, is the Financial Planning Department Administrator at Cassaday & Company, Inc. and has been with the firm since May of 2021.
Alex’s responsibilities include assisting with requests from clients regarding information about their portfolios and handling the distribution of recurring portfolio reports. He also supports the advisors at Cassaday & Company, Inc. by overseeing the scheduling of their client review meetings.
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 Arlington, Virginia and in his spare time, he enjoys golfing, 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.