Alexander Kienle, CFP®
Founding Partner
As a founding partner at Westmark Wealth Management, Alexander Kienle, CFP® has spent 23 years specializing in financial planning for physicians, dentists, and high-earning professionals across the country. Alex's practice is built around helping clients reduce financial risk, optimize investment growth, and feel genuinely confident they are on track to meet the goals that matter most to them. His process is straightforward: identify what is important, develop an efficient plan, and continuously monitor that plan as life and careers evolve.
As a fee-based, fiduciary advisor, Alex is legally and ethically required to act in his clients' best interest at all times. Whether you are a physician just starting to build wealth or an established professional looking to protect and grow what you have, Alex provides personalized financial guidance tailored to where you are in your career.
Outside of work, Alex and his wife Kelly have two beautiful daughters, Olivia and Vivian. They reside in Scottsdale, AZ where the family enjoys being outside nine months out of the year and traveling to Southern California during the hot Arizona summers.
Areas of expertise include but are not limited to:
- Retirement / 401(k) Planning
- Investment and Portfolio Diversification
- Tax Minimization
- College Planning
- Insurance Planning
- Asset Protection Planning
Experience and credentials:
- CERTIFIED FINANCIAL PLANNER™ practitioner
- 23 years of experience working with physicians and high-earning professionals
- Featured in Medical Economics: 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:
- 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
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or awarded. 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.