Alexander Pimental, CFP®

Alexander’s Role at Marshall Financial

After six years serving in the Navy, Alexander Pimental felt pulled toward a career that would better align with his passions. “I had terrific mentors who helped me understand what I’m passionate about, which is helping people,” he says. Combined with a knack for numbers and a strong interest in psychology and human behavior, that drew him to the financial planning field.

Alexander supports the firm’s wealth advisory team as they all work to achieve a common goal: Deliver a superior experience to clients who trust Marshall Financial to help them achieve their personal and financial goals. A typical day finds him performing analyses, preparing reports, assisting in meeting preparation, and doing anything else it takes to ensure the firm provides the level of service our clients expect.

Get to Know Alexander

Whatever the task at hand, Alexander is driven by a deep desire to help people, a strong interest in continuous learning, and a steadfast commitment to integrity and transparency. Clients and colleagues value his humble nature, optimistic outlook, and disciplined approach. And he values the positive, supportive culture at Marshall Financial.

“I’ve been all over the world and worked with many people of different cultures and backgrounds,” he says. “It’s scarce to find a place where each team member is so welcoming, knowledgeable, and willing to help.”

Alexander’s time in the Navy was spent entirely overseas, in places like Japan and Guam, and that sparked a love of travel and an interest in learning about different cultures. Since then, he’s enjoyed traveling throughout Europe, Asia, and the Middle East.

Experience

With Marshall Financial since 2021

In financial services since 2021

Affiliations – Past & Present

Member, Temple Financial Planning Association

Education

BS, Temple University, Fox School of Business