Alex Long

Wealth Advisor

Alex Long CFP® is a Wealth Advisor at Diversify Advisor Network, where they meet with clients to provide financial advice, prepare financial plans, and develop tax strategies. Previously, Alex worked as a Wealth Advisor at FirstPurpose Wealth from 2015 to 2024, assisting clients in achieving their financial goals and managing investment portfolios. They held the position of Paraplanner at LJCooper Wealth Advisors from 2013 to 2015, supporting financial advisors with client needs and financial plan creation. Alex also gained experience as a Content Developer and Lab Tech in Quality Assurance at Provo Craft from 2008 to 2013. They graduated from Utah Valley University with a Bachelor's Degree in Personal Financial Planning and an Associate of Science in Accounting.

Location

Orem, United States

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