Alex Arias   

Alex brings over 16 years of experience serving the insurance needs of businesses and UHNW clients, as a technical internal resource to insurance marketing and banking professionals.  His comfort with complex spreadsheets and analysis is uncommon in the insurance business. Alex is also very proficient with technology as a means of improving client experience and firm efficiency at a time when the insurance industry is increasingly digital. He began his training with one of the most well recognized retirement planning firms of MullinTBG where he helped to administer actuarially based tailored executive benefit solutions for some of the largest Fortune 1000 companies and other emerging growth companies.  After getting his insurance license and his Series 6 & 63, he fine-tuned his analysis, financial communication and servicing skills as a Sr. Marketing Associate at one of the country’s larger insurance brokerage firms Highland Capital; predominantly serving the insurance distribution needs of banks and major investment management firms. Over the last several years Alex has been developing, modeling, and stress testing client and advisor centric materials which communicate advanced retirement and estate planning ideas at Apheta.  As a fluent Spanish speaker, he has also been involved with some of the firm’s large Foreign National clients and communicating new ideas to advisors in Latin America.

Alex holds an Associates degree in Liberal Arts from Moorpark College.