Alex P. Call CFP®
Alex Call is a Certified Financial Planner™ and graduated from Utah Valley University with a major in Personal Financial Planning and minor in Finance. Before joining Peterson Wealth Advisors, Alex was a financial advisor for firms in Scottsdale, Arizona and Lehi, Utah.
Alex is happily married to his wife Kimberly and they have 1 child and live in Vineyard, Utah. In his spare time, he enjoys sports and competing in triathlons.
What would you want a prospective client to know about Peterson Wealth Advisors?
We offer a common-sense approach to investing and retirement planning. We listen to our clients, then build a plan according to their goals and values. We don’t just look after our client’s investments, we are planners that manage every aspect of a client’s financial life – taxes, social security, charitable giving and more. We are experts in retirement planning.
What do you enjoy most about working with clients?
I’ve found once a client knows they’ll have enough income to maintain their lifestyle in retirement, while keeping up with inflation, they’re able to more fully enjoy their retirement experience. Being able to help clients have this peace of mind with their finances, so they can focus on the more important things in life, is what I enjoy most.