Alec Majtenyi is a Senior Wealth Advisor at RMR Wealth Builders, Inc., where he partners with clients to simplify the complexities of financial planning and deliver strategies that support long-term success. With a focus on education and empowerment, Alec helps clients, from young professionals to seasoned business owners, make informed decisions with confidence.
Alec brings over a decade of experience in the financial services industry, with roles at Vanguard, E*TRADE, and Morgan Stanley. He began his career at RMR Wealth in 2011 and returned to the firm with a renewed commitment to its client-first culture and planning-driven philosophy.
Alec is a CERTIFIED FINANCIAL PLANNER® and holds the Accredited Estate Planner® (AEP®) and Certificate in Blockchain and Digital Assets (CBDA®) designations, along with Series 65 and Life and Health Insurance licenses. Alec holds a Bachelor of Science from Arizona State University. His estate planning expertise is shaped by his in-depth AEP® training, which strengthens his ability to collaborate with attorneys and address complex wealth transfer strategies as part of the financial planning process.
He is an active member of the National Association of Estate Planners & Councils (NAEPC) and the Central Arizona Estate Planning Council and regularly participates in RMR Wealth’s estate planning webinars to help educate clients on critical planning topics.
Alec finds purpose in helping clients at all stages of life, whether it’s guiding younger families as they build a foundation or helping high-net-worth individuals plan confidently for retirement. His goal is to provide clarity, structure, and peace of mind through smart, personalized financial planning.
Originally from New Jersey and currently resides in Arizona, Alec lives with his wife, Julie, and enjoys golf, travel, cooking, and exploring great food and wine.