Alex Marukos, CFA, CFP®
In less than 7 years, Alex Marukos went from having $100 in his bank account and over $10,000 in debt to becoming debt-free (except his mortgage), buying multiple properties, and achieving financial freedom—all without making a six figure salary. Where did it all begin?
Well, he has always been obsessed with getting the most out of his money ever since he was old enough to start making it. (Thanks, Auntie Anne's.) Naturally, Alex went to school for finance, and after graduating summa cum laude, he found himself in the same position as many other college graduates: strapped with tons of debt and almost no money in his bank account.
While figuring out how to get out of that mess, Alex started his career with a large, well-respected finance company. After wearing a number of hats early on and becoming a Chartered Financial Analyst, and Certfied Financial Planner, he landed a role that allowed him to provide investment advice to colleges and non-profits. The experience was incredibly rewarding, especially because of the financial peace of mind he was able to provide during the pandemic.
Outside of the office, his friends would ask him to help get them financially prepared for major life events such as buying a home and setting up college savings funds for their kids. Before long, people were being sent Alex's way for help with everything from credit card debt to overspending. He loved helping others succeed with money and so he decided to offer his expertise and services to others.
From his decade of experience, Alex's approach to financial coaching is deeply rooted in empathy, positive thinking, thoughtfully personalized action plans, relatable conversations, and having fun. Regardless of the clients' preferred learning style, Alex's end goal is always the same: to provide the tools and knowledge necessary to allow his clients to achieve financial peace of mind.