Alex Jimenez
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Alex Jimenez

Partner
Alex is a Partner in the Orange County office and has over sixteen years of experience providing financial planning, tax planning, and estate planning to affluent individuals, corporate executives of fortune 1000 companies, senior partners at law firms and closely-held small business owners. His clients have included CEOs of private companies and corporate executives of publicly traded companies, such as Northrop Grumman, Tesoro Petroleum Corporation, Life Technologies, Inc., Prudential Financial, and Allergan.

Prior to joining Cerity Partners, Alex was a Vice President in the Private Wealth group of MullinTBG Advisors, a subsidiary of Prudential Financial, in the Newport Beach office. Alex specialized in sophisticated estate planning, philanthropic, investment, income tax, and retirement planning. Alex was responsible for establishing and maintaining relationships with clients, assisting in the development of training programs, and supervising financial planners.

Alex earned his Bachelor of Arts degree in Political Science from the Indiana University of Pennsylvania. He earned his Juris Doctorate from the University of Quinnipiac School of Law and his LL.M. in Taxation from the University of San Diego School of Law. He is admitted to the Bars of New York and Connecticut. He holds Variable Contracts, Life Insurance, and Health and Disability Insurance licenses. Alex has served on the Board of Directors of HNSC, an organization that coordinates funding relationships for start-up companies.

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Orange County

3200 Bristol St
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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626