Cfp® Alex Nickerson

Alex Nickerson, CFP®, is a financial planner with extensive experience in the financial services industry. Currently serving at Lee Financial since January 2021, Alex has held positions such as Financial Planner and Associate Financial Planner. Prior to this role, Alex worked at Cypress Point Wealth Management from October 2015 to December 2020, contributing as a Financial Planning Analyst and Operations Associate. Earlier experience includes management positions at Levy Restaurants and Pappas Restaurants, Inc. Alex holds a Bachelor of Science degree from Penn State University and has furthered education with a Financial Planning Extended Learning Certificate from Texas A&M University, along with completing studies at the College for Financial Planning.