We are excited to announce an addition to the RMR Team. Please join us in welcoming Alex Salton, CFP®, CRPS® our newest team member, as a Wealth Advisor!
Alex joins us with over 13 years of financial services experience, making him a valuable addition to our growing RMR family. He was most recently a financial advisor at The Retirement Plan Consulting Group in Hauppauge NY, where helped plan sponsors & their employees develop successful retirement programs. He did this on the plan sponsor level through investment fiduciary support, ERISA compliance education, contract negotiations, and with individuals through participant education and financial planning.
Alex's path to RMR started when he graduated from Haverford College outside of Philadelphia where he studied Economics. His career launched into the industry in 2008, working on the retirement channel for the Vanguard Group, followed by Legg Mason Global Asset Management.
Five years ago, Alex made the move into the financial advisory side of the industry. In this timeframe, Alex obtained the CFP® (CERTIFIED FINANCIAL PLANNER™) and maintained the CRPS® (Chartered Retirement Plans Specialist) designations.
Born in New York City and raised in Nyack, New York, Alex has always had a passion for sports, including squash and tennis, as well as golf and snowboarding. He is a member of the New York Athletic Club where he volunteers his time as the Squash chairman to help develop and grow the squash program throughout the club and on a national level. He currently resides on the Upper West Side of New York City with his fiancé Elise.
RMR Wealth Builders continues to build a team of advisors with deep industry knowledge, steadfast dedication, and a love for client’s financial well-being. Adding Alex is another step forward for our organization and our mission to make a positive difference in the lives of our clients.
Please join us in extending a warm welcome to Alex. We are excited about the opportunity to work with Alex’s existing relationships, and we expect him to be a considerable contributor to the growth of our organization now and in the future.
RMR Wealth Builders, Inc.