Meet Bob and Alex

 

Bob Brown and Alex Saraci are advocates for the financial security of individuals, families, and businesses. They believe in the possibility that everyone can achieve their goals and dreams through the financial planning process, and that this process should be defined and driven by personal values. Bob and Alex assist their clients with fee-only financial planning, fee-based investment advice and management, and provide insurance guidance and recommendations on a commission basis.

Bob Brown is a Certified Financial Planner™ professional, and Bob and Alex are active members of the Financial Planning Association (FPA) of Orange County, and Bob is past president of FPA of Orange County and has served on several FPA national committees, including the Ethics Committee and the Fiduciary and Standards of Conduct Task Forces.

Bob and Alex are members of the Laguna Niguel Rotary Club and the Laguna Niguel Chamber of Commerce, and both are active supporters of Mission Hospital. Bob also serves on the City of Laguna Niguel Investment, Banking, and Audit Committee.

Alex received his Bachelor of Science in Finance through Smith School of Business at the University of Maryland, College Park and Bob is the graduate of the Carlson School of Business at the University of Minnesota with a Bachelor of Science in Business Administration. Alex is fluent in Spanish and enjoys snowboarding, physical fitness, and training in Brazilian Jiu-Jitsu, while Bob’s interests include community volunteer activities, camping, and writing.  Bob and Alex co-author articles on personal finance that appear in the Orange County Register.