401(k) Contribution Limits are Increasing in 2023: 3 Tips to Maximize Retirement Savings
Increased annual contribution limits for 401(k) and other retirement savings plans have been announced by
“Thorough financial planning involves building relationships and gaining a deeper understanding of clients’ lives to help them strive toward their goals, which I believe is incredibly rewarding.”
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
Increased annual contribution limits for 401(k) and other retirement savings plans have been announced by
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Alexander Pimental
Associate Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Elizabeth O’Malley
Associate Wealth Advisor
Jeffrey (JP) Dowds CFP®, CPA
Wealth Advisor
Jim McGowan CFP®
Senior Wealth Advisor & Director Strategic Partnerships
Matthew McGraw, CFP®
Wealth Advisor
Nicholas Pileggi CFP®
Senior Wealth Advisor
Paula Nangle CFP®
President & Senior Wealth Advisor
Russ Weiss CFP®
Chief Planning Officer & Senior Wealth Advisor
Christine English FPQP™
Chief Administrative Officer & Client Care Specialist
Dee Evans FPQP™
Operations Specialist & Compliance Associate
Devon Radkins FPQP™
Marketing Associate
Dina Mele FPQP™
Client Care Specialist
Lisa Chamberlin, FPQP™
Client Care Specialist
Julie Picariello FPQP™
Client Care Specialist & Company Ambassador
Teri Windisch
Office Coordinator
Adam Reinert CFA, CFP®
Chief Investment Officer & COO
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus