CONTACT US

Scottsdale- N 71st St.

Alex Nielsen

CFP®, CFA, MBA, MSF

Wealth Advisor

16100 N 71st St, Suite 190
Scottsdale, AZ 85254

Alex Nielsen Headshot

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Alex Nielsen Headshot

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CFA – Chartered Financial Analyst
  • MBA – Master of Business Administration
  • MSF – Master of Science in Finance

About Alex

Alex began his financial career at a private equity real estate firm where he provided asset management and investment analysis for Class-A multifamily development projects nationwide. His responsibilities included analyzing construction costs, development timelines, leasing activity, financial pro forma, cash flows, disposition, and return analysis. Prior to his financial career, Alex served in the U.S. Navy for 12 years as a Lieutenant Commander aboard nuclear-powered fast attack submarines overseeing reactor operations.

Education and Professional Milestones

- University of Wisconsin -– bachelor’s degree in mechanical engineering

-University of Arizona – master’s degrees in business administration and finance, graduated magna cum laude

-Guest lecturer in the Finance department at the University of Arizona