Alex LaRosa
Investment Advisor Representative
CFP®
(610) 825-3540
Alex is a native of the greater Philadelphia area, growing up in Lansdale, PA and attending Christopher Dock High School. Before graduating from Temple University with a B.S. in Finance, Alex served four years in the United States Marines Corps. Alex started at Blue Bell Private Wealth Management as an intern in August 2017 before joining full-time in July 2018. Alex is an Investment Advisor Representative with a focus on building and maintaining client relationships.
Alex LaRosa Insights
Costly Financial Planning Mistakes High Earners Make
High earners make costly financial mistakes that erode wealth. Learn the 7 most common pitfalls—from lifestyle creep to poor investment choices—and how Blue Bell Private Wealth Management can help you
Executive Compensation 101: What You Really Need to Know About ISOs and RSUs
If you’re in your 50s and have climbed the corporate ladder, chances are your compensation is more than just a paycheck.
How to Prioritize Your Financial Goals When Everything Feels Important
If you’re a high-income executive or business owner, chances are you’re juggling multiple financial decisions at once — taxes, equity compensation, retirement planning, your business cash flow, your estate… the
Tax Planning: The Ultimate Guide
Tax planning is an essential part of financial management that can significantly impact your financial health. In this article, I will cover the basics of tax planning as well as
Is Financial Planning Worth It? The ROI of Working with a Financial Advisor
Planning for your financial future can be daunting. Many people wonder if hiring a financial advisor is worth the investment. This comprehensive guide explores the ROI of working with a
Alex LaRosa Videos
Essential Withdrawal Strategies You Need to Know
The ART of Roth Conversions for Pre-Retirees
What Sets Us Apart?
RSU Tax Traps Executives Need to Avoid
3 Common Mistakes We find When Tax Planning