Virginia Office

Alex Paoletto, CFP®

Wealth Manager

Alex founded Investment Associates, LLC in the late 1970s and has served over 500 clients in the Richmond area for over 40 years. In 2011, Investment Associates merged with Equity Concepts.

Alex earned his Bachelor of Science degree in Accounting with a minor in Economics from St. John’s University, New York.  He has also earned Masters Level Certifications in “Pre-Retirement Financial Planning” and “Professionally Managed Assets” from the College of Financial Planning. Alex currently holds the following Financial Industry Regulatory Authority (FINRA) licenses:  Series 07, 24, 26 and 63 licenses and is licensed in 25 states. Alex is a CERTIFIED FINANCIAL PLANNERpractitioner.

Alex was an instructor for the division of adult education instructor for Henrico, Hanover and Chesterfield counties in Virginia and has lectured on various financial subjects for individuals and corporations.

Alex is also a past president of the Richmond Chapter of the “Institute of Certified Financial Planners”. He has appeared as the Host of Speaking of Money, a financial planning talk show, and as one of the experts on USA Today’s Money Hot Line.  He has been featured in various publications including Richmond Times Dispatch and Morningstar and as a financial expert on WTVR Channel 6, the Richmond local CBS affiliate.


Alex's Wealth Advisory Board