Alexander Lewis, CEPA, CPA, CFP®,
“I serve business owners and individuals who value family and faith.” – Alex Lewis
A member of the financial services industry since 2010, Alex Lewis joined Blackbridge Financial in 2016 and has been managing the firm since 2020. Alex’s goal is to enhance the lives of his clients by qualifying and quantifying their financial goals while ensuring their assets will make an impact on the causes they are passionate about.
As a financial professional, Alex provides a deep understanding of the financial markets. In addition to his overall financial planning knowledge and experience, Alex has earned his Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute. This training has especially prepared him to assist small business owners with complex financial and tax planning issues, including the when and how of selling their business.
Alex graduated from Anderson University (SC) with a Bachelor of Science in financial economics and accounting. He has been trained as a Certified Exit Planning Advisor (CEPA), Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA). Alex holds his Series 7 license with LPL Financial and his Series 66 license with Independent Advisor Alliance. In his free time Alex can be found spending time with his family, golfing, enjoying the outdoors and exercising.
Volunteer/Charity Work: Riverland Hills Baptist Church
Most Recent Passport Stamp: Mexico
Hidden Talent: Drummer
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.