493: How Consulting Leads to 500M+ in AUM with Alex Seleznev
How Consulting Leads to 500M+ in AUM
Alex Seleznev, Buchanan & Mitchell and May Barnhard Investments
– The Sharkpreneur podcast with Seth Greene Episode 493 Alex Seleznev
Aleksandr Seleznev is a Senior Advisor and Portfolio Strategist at CBM – Councilor, Buchanan and Mitchell, P.C. who specializes in translating complex financial planning and investment challenges into a simple set of actions. Alex’s passion for financial planning comes from his desire to support people in their efforts to meet their goals and lead the kind of life they want to lead.
As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) professional with more than a decade of investment and planning experience, Alex collaborates with clients on development and implementation of a strategy that accounts for their short- and long-term objectives. Alex understands the major concerns facing individuals and families that become a critical part of the planning process such as education, savings, insurance and other life events such as transition to retirement, receipt of inheritance, birth of a child or divorce.
Alex utilizes the cash-flow based approach for holistic decision making when it comes to major decisions ranging from a house purchase and insurance planning to asset allocation and specific investment selection. This approach helps clients to understand and reduce the emotional aspects and unnecessary ambiguity in their financial and life choices.
Alex works with a diverse group of clients including business owners, retirees, doctors, attorneys, young professionals and newly divorced individuals. This multifaceted experience provides him with ample opportunities to stay current in today’s rapidly changing environment. Alex also serves as the Chief Operating Officer (COO) of May Barnhard Investments LLC, an SEC registered investment advisory firm, with six active registered investment advisors. He is also an active member of the CFA Society of Washington D.C.’s Finance Committee.
Listen to this informative Sharkpreneur episode with Alex Seleznev about using consulting to lead to 500M+ in AUM.
Here are some of the beneficial topics covered on this week’s show:
● Why you should continue to stick to your plan during COVID.
● How there will be more market unpredictability later this this year.
● Why a holistic advisor helps you with more than your financial goals.
● How people should be checking in with their advisors more often.
Connect with Alex:
Guest Contact Info
@cbmcpa
facebook.com/CouncilorBuchananMitchell
linkedin.com/company/councilor-buchanan-&-mitchell-pc
Links Mentioned:
cbmcpa.com
maybarnhardinvestments.com
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