top of page
Alex Lozano CFP


I spent over a decade at a large investment firm learning real-world experience in banking, investments, and lending. After investing in myself, I realized it was time to pay it forward. I became a CFP, which gave me the foundation I needed to provide holistic advice. I spent the last years of my corporate journey providing advice to ultra-high-net-worth families across the nation. I am a lifelong learner of behavioral finance and ways to use money for good. 


Today, I spend my spare time coaching my kid's soccer teams, enjoying quality time with family and friends, and volunteering at church. We have three kids, Alex, Lauren, and Santi. I have been married to my wife and life partner, Katy for ten years, starting off as high school sweethearts. As a family, we love to travel and enjoy new food and FC Dallas soccer games.


The Standard of Excellence 

For 50 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.

bottom of page