Back to All People

Client Advisory

Biography

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, philanthropy, 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.

 

Education

  • B.A. in Political Science from the Indiana University of Pennsylvania
  • J.D. from the University of Quinnipiac School of Law
  • LL.M. in Taxation from the University of San Diego School of Law

Highlights

  • Admitted to the Bars of New York and Connecticut
  • Former member of the Board of Directors of HNSC, an organization that coordinates funding relationships for start-up companies

Request an Introduction to Alex Jimenez

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to an Expert Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary
30-minute discovery call.

Complete this form to schedule:

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Individuals and Families

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Estate Planning

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.