CALIFORNIA CONSUMER - Key Persons

Job Titles:

• President
• Founding Member of Tributary Wealth Management

Alex Orlando has almost a decade of experience amongst the largest banks in the world. He has successfully built and developed client relationships in need of his financial expertise. He is a firm believer that financial planning is for everyone, and so works with clients from all financial statuses to ensure they are on a trajectory of success. Alex is designated as an Accredited Asset Management Specialist (AAMS®), Accredited Wealth Management Advisor (AWMA®), and holds a Certification in Financial Planning®, mostly focusing on financial planning, investment management, tax and estate planning and corporate and benefit planning. Alex Orlando joined the industry at Wells Fargo Advisors after his graduation from Fordham University in May 2013. He spent his time building and developing relationships with clients from all areas of financial need, all the while completing his licensing requirements and achieving his AAMS®, AWMA®, and in 2016, his Certification in Financial Planning®. Alex is the founding member of Tributary Wealth Management® and is extremely proud and honored to have created a firm that reflects his goals and values and those of his clients. Alex spends his time split between his residence in Manhattan and Westwood, NJ. He is dedicated to spending time with his family in and around the tri-state area.