Alex MacIsaac, CFP®

Alex serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With nearly a decade of experience in the financial services industry, Alex has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Wealth Advisor.

Alex earned a Bachelor of Science degree in finance from Providence College. He is also a CERTIFIED FINANCIAL PLANNER^® professional, as designated by the Certified Financial Planner Board of Standards.

Alex and his wife, Katie, live on the south shore of Massachusetts. In his spare time, Alex enjoys golfing, playing ice hockey, and spending time with his family on Cape Cod.