Alexander Monroe, AIF®

Financial Advisor

In 2007, Alex launched his career with Thornburg Investment Management, a mutual fund company in Santa Fe, New Mexico.  Those initial years in finance served as Alex’s foundation on a path that would lead him into becoming a financial advisor with The Compass Pointe Group in 2011.  Having grown up in the North County communities of San Diego, this transition in his career served as a homecoming to southern California.

Today, Alex serves as one of the three financial advisors in The Compass Pointe Group.  The team specializes in comprehensive wealth management, asset management, and investment planning for select families throughout the country.

Alex earned a Bachelor of Science in Business Administration from the University of Redlands.  During his senior year of college, he was selected to attend the School of Economics at the University of East Anglia in Norwich, England.  Alex attained the Accredited Investment Fiduciary™ designation and holds Series 7, 63, and 65 securities licenses.

Active in his community, Alex stays busy coaching youth sports and keeping up with his four children and two stepchildren.  When not with his kids or working, he is driven by philanthropic endeavors.  His membership in the La Jolla Golden Triangle Rotary Club, where he was president in 2017 and 2018, has served as his conduit to give back.  He is also a board member of Casa de las Campanas, a non-profit continuing care retirement community.

For fun, Alex enjoys traveling with his family, playing golf and pickleball, and hiking around San Diego County.

 

 

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