Alex Pearce, CFP, PFP

Alex Pearce, CFP®, PFP® is an experienced financial professional with a robust background in client-facing roles and financial planning. Currently serving as Senior Product Owner for Client Facing Tools and Manager of Advisor Support & Product Adoption at Conquest Planning Inc. since 2021, Alex has previously held positions including Senior Customer Success Specialist at Snap Projections, Financial Planner at TD, and Financial Planning Software Solutions Consultant at RBC. With over a decade of industry experience, Alex demonstrates a strong commitment to enhancing client experiences and advancing product adoption in the financial services sector.