Alex N. Pantalone, CFP®, CSRIC™, ABFP℠

Associate Wealth Advisor

Alex serves clients as an Associate Wealth Advisor, working closely with Jeff Carlisle and his team. He is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Cash Flow and Tax. Prior to joining Vigilant, Alex was a financial planner for a Portland-based firm where he provided comprehensive wealth planning to individuals and families. He received his BS in Finance from the University of Southern Maine, completed the College for Financial Planning’s CFP Certification Professional Education Program, and is a CERTIFIED FINANCIAL PLANNER™. Alex holds the Chartered SRI Counselor™ (CSRIC™) designation and the Accredited Behavioral Finance Professional℠ (ABFP℠) designation after completing the education, exam, and ethical requirements set by the College for Financial Planning. He is a CFP® Professional member of the Financial Planning Association. Alex lives in Scarborough, Maine.