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.
Alex is a senior member of Cassaday & Company, Inc.’s Investment Policy Committee (IPC), which develops the firm’s overall investment selections and policies. He assists with collaboratively reviewing our clients’ holdings and asset allocations, market conditions, research studies, economic analyses, and other areas relevant to the investment process.
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.
Forbes recognized Alex as a Best-In-State Next-Gen Wealth Advisor in 2019, 2022, and 2023. 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 Falls Church, Virginia, with his wife Kellee, son Jackson, and golden retriever, Stella.
Alex is an Investment Advisor Representative with Cassaday & Company, Inc. and a Registered Representative with Osaic Wealth, 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.
Forbes – Best-In-State Next-Gen Wealth Advisors – (2019, 2022, 2023) – Developed in 2019 by SHOOK Research, this list is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Leadership Center for Excellence – 40 under 40 – (2017) – Individuals under 40 years old who are making an impact in Northern Virginia and meet the honoree criteria below are nominated by someone who works with the individual either in a professional or volunteer capacity (you may not nominate yourself). Then nominees are emailed an invitation to complete an application. Nominations and applications are reviewed by an anonymous selection committee. The committee considers this honoree criteria: Live or work in Northern Virginia (Alexandria City, Arlington County, Fairfax County, Falls Church City, Loudoun County, or Prince William County), Under the age of 40, Complete nomination and application by the deadlines, individual demonstrates impact in Northern Virginia through (1) professional and personal achievements, (2) civic engagement, (3) personal story. Selection is confidential. Cassaday did not compensate The Leadership Center for Excellence for this award.