CFP®, CRPS® President
Alex Goss is a Certified Financial Planner™ practitioner. After graduating with honors in business administration from Louisiana State University, he moved to New York City where he worked for the startup iSeatz.com. As director of Business Development, he negotiated partnerships with Fortune 100 companies including MasterCard and CitiGroup. Alex then went on to co-found adverCar.com, headquartered in San Francisco. Alex helped bring adverCar from an idea to raising over $2 million in venture capital; and he gained valuable experience in running a business, understanding business owners’ needs and challenges, and staying competitive even in the most adverse business cycles and economic environments.
Alex was one of only a few advisors from Wells Fargo Advisors in Louisiana to obtain the CERTIFIED FINANCIAL PLANNER™ designation in 2012. Alex adopted Jerry’s client-first philosophy, and the conviction that a custom investment plan for each client forms the foundation for long-term success. He now focuses on developing tailored investment plans for his clients and assisting his father in portfolio construction and strategy.
Alex lives in New Orleans and enjoys playing golf, hunting and fishing.