Alex Cordoba Advanced Strategies Associate

Alex Cordoba, CLTC®, is an Advanced Strategies Associate at Cassaday & Company, Inc. and joined the firm in February of 2022.  

He assists the Director of Advanced Strategies with gathering insurance information from clients and insurance companies, obtaining quotes and illustrations for new sales opportunities, managing retirement plans, and performing annuity reviews and insurance audits.  

Alex is a graduate of Virginia Tech, where he got his degree in Political Science with a concentration in legal studies.   

As a professional with a Certification in Long Term Care (CLTC ®), Alex has the tools necessary to discuss the subject of longevity and its acute consequences on a client’s family, whether those consequences are financial, physical, or emotional. Prior to joining Cassaday & Company, Inc. he worked as a financial advisor and currently holds his Series 63, 65, 7 securities registrations and LAH license.  

In his free time, Alex enjoys playing basketball and cooking for friends and family. He is from Orlando, FL and currently resides in Arlington, VA.  

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