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