Encompassing Your Financial Future

Alexandre Oliveira is an independent, investment, tax, and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues.

His goal is to assist his clients in reaching financial independence and then managing their resources after retirement. Alex believes in building lasting relationships with his clients and providing them with the financial confidence they need to achieve their short-term and long-term financial goals.

As an affiliate of Northeast Planning Associates, Inc., Alex provides comprehensive financial planning on a fee basis. He has experience in retirement planning, tax management, college funding, and estate planning for future wealth preservation and transfer.

Prior to joining LPL Financial, Alex graduated Cum Laude with a B.S. from Bentley College in Waltham, Massachusetts.

As a Financial Advisor, Alex has received various achievement awards.  Those recognitions include: 2010 & 2011 Five Star Wealth Manager*, the Mercury Award, the Top Achiever Award, and the Fidelity Advisor Council Award.

He currently resides in Waltham, Massachusetts