Back to All People

Client Advisory

Biography

Alex is a Partner in the Orange County office and has 25 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.

 

Learn more about my practice.

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
  • Member of the University of San Diego Career Development Center’s Employer Advisory Board
  • 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 a Trusted 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 goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

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!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.