Broker Check
Alexander Kienle, CFP®

Alexander Kienle, CFP®

Founding Partner

As a founding partner at Westmark Wealth Management, Alex has been working with physicians, dentists, and their families with tax efficient, wealth accumulation and asset protection for 14 years. The goal of Alex’s practice is to help his clients lessen risk and help increase investment growth in an effort to secure their financial future. At Westmark, he takes great pride in helping his clients feel confident that they are on track to hit goals that they have set for themselves. His process is to identify what is important, develop an efficient plan and continuously monitor that plan.

 

Alex’s areas of expertise include but are not limited to:

  • Retirement/401k Planning
  • Investment and Portfolio Diversification
  • Tax Minimization
  • College Planning
  • Insurance Planning
  • Asset Protection Planning
  • Fee Based

Alex’s experience and awards:

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Over a decade of experience working with physicians
  • Featured in Medical Economics for 2011, 2012, 2013, 2014, and 2015
  • 2013 Wealth Manager Award from Five Star Professionals*
  • Series 7 License
  • Series 66 License

Alex has been invited to speak for many groups including the following institutions:

  • Mayo Clinic
  • Banner Health
  • St. Joseph’s Hospital
  • Barrow Neurological Institute
  • University of Arizona Medical Center
  • Cedars-Sinai Medical Center
  • University of Irvine Medical Center
  • UCLA Medical Center
  • University of Southern California Medical Center
  • Kaiser Permanente
  • Stanford University Medical Center
  • University of San Francisco Medical Center

Alex and his wife Kelly have two beautiful daughters, Olivia and Vivian. They reside in Scottsdale, AZ where the family enjoys being outside 9 months out of the year and traveling to Southern California during the hot Arizona summers.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

  1. Credentialed as a registered investment adviser or a registered investment adviser representative;
  2. Active as a credentialed professional in the financial services industry for a minimum of five years;
  3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony);
  4. Fulfilled their firm review based on internal firm standards;
  5. Accepting new clients;
  6. One-year client retention rate;
  7. Five-year client retention rate;
  8. Non-institutional discretionary and/or non-discretionary client assets administered;
  9. Number of client households served;
  10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded.

Once awarded, wealth managers may opt to purchase profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the award winner’s future performance. 2,936 Phoenix wealth managers were considered for the award; 286 (approximately 10 percent of candidates) were named 2013 Five Star Wealth Managers.

The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. http://fivestarprofessional.com/wm_research_stats

Alex Kienle ADV Brochure