Alex Bridges, CFP®, ChFC®, RICP®
founder @ tiverton wealth
Alex Bridges is a CERTIFIED FINANCIAL PLANNER® professional and the founder of Tiverton Wealth, a fee-only registered investment advisory firm. He previously served as Chief Strategy Officer for a Houston-based investment management firm and began his career in financial services in 2017. Alex holds the CFP®, ChFC®, and RICP® designations and provides comprehensive financial planning across retirement, investment, tax, insurance, and estate planning.
As an investment adviser representative, he serves clients in a fiduciary capacity, providing advice aligned with their long-term goals and best interests.
About / Who I Help
Education & Experience
Bachelor of Business Administration in Finance, University of Houston
ChFC® | Chartered Financial Consultant
Retirement Income Certified Professional® (RICP®)
What I Help With
CFP® | CERTIFIED FINANCIAL PLANNER™
Estate Planning Coordination
Holistic Financial Planning
Tax Preparation
Tax Optimization
Investment Management
Retirement Planning
What I Help With
Why I’m Different
Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients.
www.tivertonwealth.com
alex@tivertonwealth.com
