Alexandre Oliveira is an independent, investment, tax planning, and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues. Alex's goal is to assist his clients in working towards financial independence and then managing their resources after retirement. Alex believes in building lasting relationships with his clients and providing them with the financial confidence they need to pursue their short-term and long-term financial goals.
Alex provides comprehensive financial planning on a fee basis. He has experience in retirement planning, tax management, college funding, and estate planning for future wealth preservation and transfer.
Featured in Boston Magazine, Alex is a Five Star Wealth Manager award winner (2015, 2017, 2018, 2019)*. This award is based on 10 objective criteria associated with providing services to clients such as credentials, experience, and assets under management among other factors. In 2018, only 19% of candidates in the Greater Boston area were designated Five Star Wealth Managers (Boston Magazine, February 2018).
Active in the community, Alex is a Board Member and a Past Club President of the Waltham Lions Club. He is also a frequent contributor to the Waltham Boys and Girls Club. Alex graduated Cum Laude with a B.S. from Bentley University in Waltham, Massachusetts.
When Alex is not working with his clients, he participates in a variety of outdoor activities, including hiking, biking and soccer. He also enjoys traveling, domestically and abroad, and is fluent in both Portuguese and Spanish.
Alex currently resides in Boston, Massachusetts.
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager, nor should it be inferred that the responses used from the survey represent the experience of any clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. This award does not evaluate the quality of service provided, and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.