Alexander Menassa, CPA, JD, MT, is a Senior Financial Planner at Szarka Financial with 25 years of experience guiding individuals and families through complex tax, estate, and retirement planning decisions. He specializes in developing strategies around IRAs, tax efficiency, and multigenerational wealth preservation.
With credentials as both a Certified Public Accountant and a legal background, Alex brings a uniquely comprehensive perspective to financial planning—seamlessly integrating tax strategy, estate planning, and long-term asset protection. His approach focuses on simplifying complex financial concepts into clear, practical plans designed to help clients retire with confidence.
Alex is also the co-author of the Amazon #1 bestselling book Money Talks.
He earned degrees in accounting, taxation, and law from The University of Akron and is licensed as a CPA in Ohio.
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