Alex
Shurin
CFP®, ChFC®
Here to act in your best interests
About me
I became a financial planner in 2006. My favorite part is helping my clients achieve financial security and peace of mind, whether they’re saving for a house, child’s education or retirement. I speak fluent Russian, love all things technology and in my spare time enjoy running, swimming, biking and martial arts.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Education
Bachelor of Business Administration, Finance - University of Houston
Visit one of our Locations
Houston III - Sugar Land
1600 Highway 6
Suite 450
Sugar Land, TX 77478
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Houston II - Galleria
1885 St. James Place
Suite 1340
Houston, TX 77056
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
