Alex Cal

Advisor, CPFA®
EDUCATION
BIO

Alex Cal is a Certified Plan Fiduciary Advisor ® with investment research experience in Real Estate, Private Equity, and Private Credit. Alex has been an advisor since 2020 and recently joined Fuchs Financial in October 2023. He has passed his Series 7 and 66 licensing exams and holds his Life, Health, and Accident Insurance designations. Prior to joining Fuchs, Alex had his own Tax consulting business, which specialized in real estate.

Alex knows retirement is more than just numbers and pie charts; It’s how you’re going to spend the rest of your life doing what is most important to you. Alex’s primary focus when implementing retirement plans is not only to know what moves we’re going to make but also why we’re making them. He believes this helps lead to better financial decisions and a better retirement for you.

Alex is a graduate of Central Connecticut State University with a B.S. in Accounting and Finance. Alex has a passion for learning; he is currently studying to become a CERTIFIED FINANCIAL PLANNER.

In his off time, you can find Alex either at the gym or spending time outdoors with friends.

Articles by Alex Cal

401k vs roth 401k on a notebook

401k vs Roth 401k: What is the Difference?

traditional vs roth ira on a notebook

Roth IRA vs Traditional IRA: What is The Difference Between Roth & Traditional?

cards with roth ira, 401k, and ira written on it

What Are Roth IRA Conversions?

family doing taxes whilst in retirement

Taxes in Retirement: Simple Strategies to Keep More of Your Money

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