Alex Jensen, CFP®, CPWA®, AEP®

Alex Jensen, CFP®, CPWA®, AEP®, CEPA®, has extensive experience in the financial planning industry. Alex currently serves as the Director, Wealth Strategist for Carson Wealth. In this role, Alex provides advanced wealth planning services to high-net-worth clients, focusing on areas such as business planning, tax planning, risk management, and retirement planning.

Prior to joining Carson Wealth, Alex worked at U.S. Bank, where they held various roles over a period of 12 years. As Vice President, Wealth Planner, they helped design and build an advanced financial planning group covering multiple U.S. Bank Community Wealth Management offices. In this role, they supported clients with their financial planning goals and implemented strategies to protect and preserve their wealth.

Before their role as Vice President, Alex worked as a Financial Planner in The Private Client Group, where they provided financial planning services to high-net-worth clients, executives, and business owners. Alex structured advanced income tax, wealth transfer, and estate planning strategies to safeguard and grow their wealth.

Alex began their career at Merritt Research Services, LLC as a Financial Statement Examiner for municipal bond data.

Overall, Alex Jensen has a diverse and comprehensive background in wealth planning, financial analysis, and relationship management, and they bring this expertise to their current role at Carson Wealth.

Alex Jensen, CFP®, CPWA®, AEP®, CEPA®, has a Bachelor of Arts (B.A.) degree in Finance and a Bachelor of Arts (B.A.) degree in Real Estate from the University of Northern Iowa - College of Business. Alex also holds a Master of Business Administration (MBA) degree from The University of Iowa Tippie College of Business.

In terms of additional certifications, Alex obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board in August 2016. Alex also obtained the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute in February 2022. Furthermore, they acquired the Accredited Estate Planner® (AEP®) title from the National Association of Estate Planning Councils in June 2022. Lastly, Alex earned the Certified Exit Planning Advisor® (CEPA®) certification from the Exit Planning Institute in February 2023.

Alex has also completed the Executive CFP® Certification Program from Northwestern University, and they have studied Wealth Management Theory & Practice at the Yale School of Management. However, the exact duration of these programs is not provided.