Alex Soderberg, CFP®, EA

About

As an advisor, I’ve explored the nuances of taxes, financial planning strategies, investments, and creating personalized plans for clients. I view financial planning as a puzzle — discovering all the pieces and assembling them to reflect the vision each client has for their future. With laws, strategies, and personal circumstances constantly evolving, I’m always learning and applying my knowledge to dynamic situations.

This career blends two passions of mine: helping others and immersing myself in the financial world. My journey began in commercial banking, where I delved into the intricacies of how businesses operate and generate revenue. Seeking a more tangible way to make a difference, I transitioned to law enforcement, serving as a Deputy with the Contra Costa County Sheriff’s Office. After growing my family, I pivoted to wealth management, which allowed me to combine my desire to help others with my interest in markets and finance.

At BEW, I’ve found a firm that puts clients first, free from sales-driven pressures. I enjoy making recommendations that align with my clients’ best interests and collaborating with talented colleagues who share the same principles. BEW also encourages me to deepen my expertise — I recently became an Enrolled Agent to allow me to better serve my clients.

I love becoming the person that a client immediately thinks of before they make a decision. It embodies what a financial advisor is, the trusted partner, who intimately knows what is going on in a client’s life and can help them make confident decisions.

Outside of work, I love staying active and exploring the outdoors with my wife, two sons, and daughter. We try to go camping every couple of months, taking full advantage of California’s diverse geography. From the Central Coast to the Sierras, our adventures include paddleboarding on mountain lakes, biking around campgrounds, playing in the ocean, or exploring small towns.