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Alex Szarka

Financial Planner

“Planning for the future is so critical for young families. By creating a long-term plan now to save for college, unanticipated emergencies and retirement, will allow you to rest easy.”

Everyone’s economic and life situation is unique, which is why personalized financial planning advice is essential. As a Financial Advisor, commitment to professionalism, understanding client needs, as well as great empathy are critical when developing the foundation of any strong financial plan. Alex is dedicated to learning about you, so that together you can collaboratively build a financial plan focused on your specific goals and those of your family.

What stage of life are you in? Are you preparing to purchase your first home, have your first child,  finance a child’s post-secondary education or plan for retirement? A successful financial plan must not only reflect your life stage, but your personal or business situation. Alex will collaborate with you to come up with a solution that best fits your financial goals. Once your customized financial plan is in place, he will continue to work together by meeting periodically to make sure you stay on course.

You will also have the opportunity to work not only with Alex, but with his entire administrative team, whose professionalism and combined experience of nearly 40 years, help support the long-term relationships of his growing client base, while providing exceptional customer service.

Alex joined Szarka Financial in 2011, as an Administrative Associate and was later promoted to Client Manager, then shortly thereafter became a Financial Advisor. He holds his Series 7, 63 and 65 securities registrations, along with a life insurance license for the State of Ohio. As a member of our team of financial advisors, his focus is on building futures for young families, by leveraging technology to help them navigate the complicated decisions surrounding budgeting, saving for college, retirement and planning for those unexpected situations that life inevitably brings.

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