
Alex Lauretti, CPFA
Retirement Solutions Analyst
- Works mainly on business data analysis projects, assists the team in optimizing its operational procedures, and develops process automations department-wide.
- Serves as a resource to advisors and service provider partners
- Holds a degree from Colgate University
- Holds FINRA Series 7 and 66 securities registrations along with Certified Plan Fiduciary Advisor (CPFA) designation