Focus: Insurance Strategies, Business Owners, College Funding Strategies, Estate Planning, Risk Management Strategies, Retirement Income Planning, LGBTQ
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Alex Santana has been a financial professional for over half a decade. Before Fortis Lux Financial, he gained experience working for several major financial institutions. He has a degree in finance from the Eller College of Management at the University of Arizona and a certificate in personal financial planning from New York University. Mr. Santana is a native Californian who lives in the Upper East Side of Manhattan. He is a member of the Financial Planning Association and the Association of Latino Professionals for America. He is an Eagle Scout and works closely with the Boy Scouts of America. He's a parishioner at St. Ignatius church on Park Ave. and his hobbies include golf, soccer, and long distance running.
277 Park Avenue 41st & 44th Floor
New York, NY 10172-0003