As an Investment Advisor and CERTIFIED FINANCIAL PLANNER™ professional for Vassey Financial Planning & Investments, Alex has helped to integrate comprehensive financial planning with Life Planning. This approach allows clients to focus on life goals and activities that define them, their families and their lives. The Financial aspect then becomes a means to enjoy these activities rather than simply tracking numbers on paper. This process not only helps clients create a vision for their future, it also makes the process fun. Enhancing and expanding knowledgeable financial planning in our community is a not only his goal, but his passion. He has knowingly joined a typically self-serving industry focused primarily on sales goals in an effort to go against the grain and by putting clients and their goals first as Updated new business name. Vassey Financial Planning & Investments, formally known as Financial Dynamics, has done since its founding in 1999.
As a CERTIFIED FINANCIAL PLANNER™ professional, Alex has committed himself to providing clients with high standards of service and ethics. As part of the CFP® certification process and the terms and conditions imposed upon certificants and registrants, CFP® Board maintains professional standards necessary for competency in the financial planning profession. Through its Code of Ethics and Professional Responsibility (Code of Ethics), Board identifies the ethical principles certificants and registrants should meet in all of their professional activities. As a Chartered Retirement Plans SpecialistSM, Alex provides business owners with an understanding of how to establish an efficient retirement plan and helps ensure regular compliance with plan rules. A CRPS® designee can evaluate the financial status of your business and design the optimal plan for your employees.
Alex grew up in Seneca as the son of a Duke Energy employee and an elementary school art teacher. He was allowed a unique and well-rounded childhood with a great deal of emphasis by his mother on creative freedom while seeing firsthand the importance of a hard-working father who always took time for his children. After moving back to his hometown to raise his own family in one of the most beautiful counties in South Carolina, he plans to continue to exemplify the importance of hard work, education, and creativity that played such a significant role in his own childhood in both his personal and professional life. Alex is on the Board of Directors for The Blue Ridge Arts Council and Network Oconee Delivers. When he’s not working or reading finance related articles or books, he’s most likely spending time with his wife, Cohleen, and their three young children, Liam, Piper and Flynn.
His Baccalaureate in Business Administration was earned from the College of Charleston allowing him the opportunity to spend several years in the Intermodal Transportation Industry surrounding the ports of Charleston before realizing his analytical skills would be more suited to personal financial planning. Alex holds his FINRA Series 7 and 66 registrations through Commonwealth Financial Network, SC Life Insurance license, and maintains the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Retirement Plans SpecialistSM designation.