Alexander Mele

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Alexander Mele | Financial Planner

Alex began his career in 2009.  Even before that, Alex knew he wanted to work with people to make a tangible difference in their lives. He found his calling by becoming a trusted financial advisor.

In order to create individualized, detailed financial strategies for his clients, Alex takes a holistic approach to the financial process and looks at all aspects of his clients’ economic lives. He specifically focuses on retirement income planning, wealth management, legacy planning and long-term care strategies. He has a deep understanding of the benefit plans offered by Merck, Verizon, AT&T and Pfizer, and has worked closely with many of their employees as his clients.

Alex holds his Series 7 and 66 securities licenses, and has life insurance licenses in New York, New Jersey, Pennsylvania, Delaware, North Carolina, Florida and Maryland, serving clients primarily in the Northeast tri-state area. He graduated with a Bachelor of Science degree in finance from Manhattan College and is currently enrolled in Boston University’s CFP program.

Currently living in the Big Apple, Alex enjoys exploring all that New York City has to offer, playing basketball and spending time with his family and his Boston terrier, Oscar.

Strategies for Financial Independence

To schedule a time to discuss your financial future, Wealth Design Process TM, and build your financial strategy, contact us at or call us at (800) 875-1986 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.

Have Questions for our team?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Retirement Kit

Before you can plan your retirement, you need to know the facts. Fill out the form below to request our complimentary retirement kit today.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Registered Representatives offer securities through Securities America, Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Arbor Point Advisors. Capital Income Advisors, Arbor Point Advisors and Securities America companies are unaffiliated. .CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Lloyd Silvers #0E68475

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