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, Alex’s move to Southern California was a homecoming for him.  

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.  He holds the Accredited Investment Fiduciary® (AIF®) designation and holds Series 7, 63, and 65 securities licenses.

Alex lives and is very active in the community of Solana Beach.  He stays busy coaching youth sports and keeping up with his three sons, Jack, Emerson, and Willem.  When not with his kids or working, he is driven by philanthropic endeavors.  He is past president (2017 to 2018) and current member with La Jolla Golden Triangle Rotary Club, which serves as his conduit to give back.

For fun, Alex enjoys traveling with his family, golfing, tennis, and paddle boarding the beautiful coastline of San Diego County.

 

 

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