Alex Neri, CERTIFIED FINANCIAL PLANNER

Services Offered

• Retirement planning
• Investment management
• Financial guidance

About

Alex Neri is a Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®) based in Pittsford, New York. He is the founder of Cultivate Financial Planning, a firm dedicated to providing personalized financial strategies tailored to individual client needs. Alex offers a range of services including retirement planning, investment management, and financial guidance. He focuses on helping clients in the greater Rochester community achieve their financial goals through insightful planning and proactive advice.

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