Alex Lauretti CPFA

Retirement Solutions Analyst

  • Assists the Retirement Consulting Services team in managing its daily activities and contributes to various projects
  • Serves as a resource to advisors and service provider partners
  • Earned a degree from Colgate University
  • Holds FINRA Series 7 and 66 securities registrations and the Certified Plan Fiduciary Advisor (CPFA) designation