Teodoro Wealth Management

Specialties

Proactive Wealth Management

Dynamic Financial Planning

White Star Service

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA (www.finra.org)/SIPC (www​.sipc​.org).

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

History

Established in 2003.

Teodoro Wealth Management was born out of our client’s need for unbiased independent financial advice that puts their needs first.

Our unique pro-​active style of wealth management, integrity, exceptional service, attention to detail and complete transparency and disclosure are the hallmarks of our success.

Founded by Alex Teodoro, Teodoro Wealth Management has flourished by inspiring people to re-​think what True Wealth really means to them; enhancing the lives we touch by organizing, simplifying and systematically tracking life’s myriad complex decisions; and enriching the lives of the people we help so that they can finally focus on what’s important to them and start living their lives by design, not default.

Who would you like to help by referring them to our practice?

Meet the Business Owner

Alex T.

Business Owner

Alexander J. Teodoro, CIMA®, AIFA®, AAMS®, AWMA

President/​LPL Wealth Advisor

Teodoro Wealth Management

Alex is the President and LPL Wealth Advisor of Teodoro Wealth Management. Alex is affiliated with LPL Financial Services, the largest independent broker dealer in the United States of America, based on total revenues as reported by Financial Planning magazine, June 1996 – 2013.

Prior to joining LPL Financial Services as a Registered Principal and Branch Manager in January 2003, Alex was a Vice President and senior partner of a high-​net-​worth team with Morgan Stanley, working with corporate asset management, corporate executives, business owners and their families.

Alex’s career in Financial Services began at Merrill Lynch Private Client Group where he excelled at his practice.

Alex emphasizes proactive wealth managemenrt, dynamic financial planning and comprehensive wealth management.