We will help you design an exit plan and strategy that meets your goals on your terms.

CFP® | CEPA®

Alex Koury CFP®, CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager and Certified Exit Planning Advisor (CEPA®) in Scottsdale, has worked in the financial services industry for fifteen years as a financial advisor and Financial Planner. He holds Series 7, 9, 10 & 66 securities registrations– and is a Registered Representative with Commonwealth Financial Network®.

Alex has been affiliated with Commonwealth for the last six years. Alex holds his insurance license in the state of Arizona, California, Nevada, and Georgia for: life, health, disability, fixed and variable annuities.

As a CERTIFIED FINANCIAL PLANNER™ professional in Phoenix, Alex works in Scottsdale to provide wealth management services and business exit planning to clients in the Greater Phoenix Metropolitan Area, including Scottsdale, Paradise Valley, Phoenix, and Tempe.

After graduating from Regis University in Denver, Colorado, with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.

Alex is an active member of the Financial Planning Association of Greater Phoenix and frequently volunteers at homeless shelters, teaching financial literacy courses to empower individuals and families. In addition to his professional achievements, Alex enjoys sports, the outdoors, and spending time with his family. As a frequent hiker, you may find Alex on Camelback or Piestewa Peak Mountain on any given morning.

Partner with an experienced team of CERTIFIED EXIT PLANNING ADVISORS, CERTIFIED FINANCIAL PLANNERS™, Estate Attorneys, CPAs and other tax specialists to create your personalized exit strategy.  

We will help you design an exit plan and strategy that meets your goals on your terms.

Our solution can help you maximize your businesses’ value, protect your business against a sudden loss or disability, help you maximize your personal wealth and significantly reduce your taxes, and build equity outside of your business.

Specific team member details will be provided during our initial meeting. Team members are involved based on the client and business needs and may very based on the expertise needed.