Alex Karkeek, CFP®, CMFC®, is a Partner at Cassaday & Company, Inc. and has been with the firm since 2011. Alex works collaboratively with his clients to help them make important life decisions, set financial goals, and plan for the future. By embracing a model of integrated wealth management, he addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
Alex is a CERTIFIED FINANCIAL PLANNER™ (CFP®)*, a professional designation he attained through Georgetown University’s Executive Certificate in Financial Planning program, as well as a Chartered Mutual Fund Counselor (CMFC®), accomplished through the College for Financial Planning.
As a senior member of Cassaday & Company’s Investment Policy Committee (IPC), Alex helps to develops the firm’s overall investment selections and policies. He has an integral role in developing and modifying the firm’s overall investment policy and security selection process. Within the IPC, he is responsible for selecting and supervising the mid-cap growth equity holdings for the firm.
Alex is also a member of Cassaday & Company, Inc’s Donor Advised Fund. As a member of the board of trustees for the Donor Advised Fund, Alex takes an active role in determining the beneficiaries of the fund, the allocation of distributions, and is dedicated to improving support of the fund. The mission of the Donor Advised Fund is to create opportunities that otherwise would not exist by providing basic necessities like food, water, medical care, refuge, shelter, sanctuary, education, and training.
In 2019, Alex was recognized by Forbes as a Best-In-State Next-Gen Wealth Advisor. Alex was also named as a 2017 40 Under 40 Honoree by the Leadership Center for Excellence*, which recognizes exceptional business and community leaders in the DC metropolitan area.
Alex is a graduate of Radford University, where he received his Bachelor of Business Administration degree in Management. While at Radford, Alex competed on the Radford Division I Men’s Varsity Golf Team. Originally from the United Kingdom, Alex now lives in Arlington, Virginia.
Alex is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealer firms in the country. He holds the Series 7 and Series 66 securities registrations, as well as Life and Health Insurance licenses.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.