Alex Fridlyand has years of experience in financial planning and tax optimization.
As a Certified Public Accountant (CPA) and Certified Financial Planner (CFP), Alex combines deep technical knowledge with strategic insight to deliver exceptional financial guidance.
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Specializing in retirement planning, tax-efficient strategies, and personalized investment solutions, Alex empowers clients to achieve their unique financial aspirations with confidence.
Alex Fridlyand, CPA, CFP®
Who We Help
Alex works with individuals and families who are looking to secure their financial future, plan for retirement, and optimize their tax strategies. His clients trust him to provide personalized financial guidance and support.
How We Work
Alex takes a personalized approach to financial planning, leveraging his extensive experience to create customized strategies for each client's unique financial situation. By staying abreast of the latest market trends and tax laws, Alex ensures that his clients receive the most effective financial advice.
Benefits of Working with Us
By partnering with Alex Fridlyand, CPA, CFP, clients gain access to expert financial insights, personalized strategies, and ongoing support to navigate critical financial decisions. Alex is dedicated to helping his clients achieve financial independence and a secure retirement.