Alexander Pimental, CFP®

Alexander’s Role at Marshall Financial

As a dedicated Wealth Advisor, I take pride in supporting senior advisors while embracing the full spectrum of responsibilities that come with being a sound financial planner. My role is centered on helping clients achieve their long-term financial goals by providing thoughtful guidance, strategic planning, and unwavering support. At the heart of my approach is a genuine passion for getting to know people on a deeper level, building meaningful connections, and fostering lasting relationships. “I believe that financial planning isn’t just about numbers—it’s about understanding what truly matters to each individual and creating a roadmap that aligns with their dreams and aspirations”.

Get to Know Alexander

Alexander’s six years of military service, spent entirely overseas in places like Japan, ignited a lifelong passion for travel and cultural exploration. This love for experiencing diverse traditions and perspectives has taken him on journeys across Europe, Asia, and the Middle East. Beyond his professional pursuits, Alexander finds joy in life’s simple yet meaningful moments. Music is his sanctuary, whether he’s discovering new songs or savoring timeless classics. He values quality time with his wife and son, often enjoying outdoor activities together, and finds both relaxation and joy in cooking, embracing the artistry of food.

Experience

With Marshall Financial since 2021

In financial services since 2021

Affiliations – Past & Present

• Financial Planning Association
• National Association of Personal Financial Advisors — Fee Only Advisors
• Member, Temple Financial Planning Association
• Featured on Fee Only Network as a Fee-Only Financial Advisor

Education

BS, Temple University, Fox School of Business