Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

Boston

Client Advisory

Biography

Alex is a Partner in the Boston Office. As a member of the firm’s Wealth Management practice, Alex provides comprehensive financial planning to clients in the context of their investment management, estate and income tax planning, philanthropy, insurance, and cash flow management.

Prior to joining Cerity Partners, Alex was a Partner at Daintree Advisors, joining the firm in December 2011. Previously, Alex was an Associate Director of Client Management at Wells Fargo Family Wealth (and its predecessors Wachovia and Tanager Financial Services). Before Wells Fargo, Alex provided financial and tax planning services at Arthur Andersen LLP.

Alex is a youth baseball and soccer coach in the community for his young sons Evan and Justin. When not coaching, he can be found playing goalie for his adult soccer team Braveheart which has been playing together for more than 20 years.

Education

  • B.A. in Financial Accounting from Bryant University
  • Master of Taxation and Master's Personal Financial Planner Certificate at Bentley University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant with a Personal Financial Specialist designation
  • Member of the Beta Gamma Sigma honor society at Bryant University
  • Member of the Boston Estate Planning Council
  • Member of the Boston Foundation's Professional Advisor Committee

Connect with Alexander

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

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.