Alejandro Jerez | Source | Financial Planner at Heritage Financial Advisory Group

My own family’s experience with financial struggles helped me realize the importance of financial planning and drives my passion daily to help others do the same. From a young age, I constantly wondered “Will we be OK?” Since then, I have been dedicated to learning how best to prepare for different types of situations. This commitment led me to focus on comprehensive wealth management, which I believe is essential to ensure a healthy financial future. My mission is to leave no stone unturned when it comes to my clients’ finances. I’ve been a problem solver my entire life, so helping my clients bring several different and sometimes messy aspects of their lives into a clear, coordinated plan is an absolute pleasure every single day. I believe there are three fundamental pillars of wealth management: personalizing a financial plan, taking a holistic view, and educating. My clients also value my collaborative approach with their other professionals.