As a fiduciary, Alex Frere is committed to helping people, families, and businesses with their investment decisions and financial planning needs through a holistic and comprehensive approach that builds lifetime relationships. He strives to provide confidence to ensure that his clients’ financial needs are being met today while also preparing them for the future.
Alex graduated from Michigan State University with a concentration and honors in Finance. He has also completed the rigorous education, training, and ethical standards set forth by the CFP Board's standard of excellence. Alex has further distinguished himself by obtaining his newest designation of CSLP® (Certified Student Loan Professional). He is only one of three Certified Student Loan Professionals in the state of Michigan and one of two with both designations of CFP® and CSLP® in the state.
Looking forward, Alex is excited to pursue his commitment to learning, improving, and applying new concepts and ways of thinking along with helping his clients by completing his MBA in the near future focusing on Finance and Economics.
In his free time, Alex enjoys volunteering and being involved in the local community. Some of his favorite things to do include reading, biking, snowboarding, and playing hockey. He resides in Royal Oak and likes to spend his weekends going to art exhibitions, local shows, and concerts.
SCHEDULE AN APPOINTMENT