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Alex Palumbo, CFP®

Sr. Advisor
Smeal College of Business at Penn State University, B.S. Accounting
How  I  arrived  at  RWM
“Upon graduation from the Smeal College of Business at Penn State University, I immediately joined a wealth management firm in Philadelphia looking to help families navigate the complex world of financial services through honest advice and fiduciary responsibilities. However, I was quickly introduced to a world filled with immense inefficiencies and gaps between clients’ best interest and their brokers’ recommendations (commissions). This fueled me to find transparency in the industry and search for others that shared a similar mindset, which is how I came to follow Barry Ritholtz and Josh Brown. I’ve joined Ritholtz Wealth Management to be a part of the new age of financial planning and truly put clients’ best interests first, so they may reach their financial goals and achieve financial independence.”
Favorite  part  of  the  job
“The favorite part of my job is knowing wholeheartedly that what we do here at RWM is truly in our clients’ best interest, and gives them the highest chance of achieving their financial goals; no BS or sexy sales pitch needed.”
When  I’m  Not  Working
“When I am outside of the office, I can be found in Hoboken, NJ going to the gym, playing poker, and spending time with friends and family.”
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