Envision Retirement – Your Trusted Fiduciary Financial Advisor for Comprehensive Retirement Solutions
Envision Retirement was founded in 2019 by Alex Carracedo. Alex is a fiduciary financial advisor ready to help you meet your goals. He helps businesses and individuals with comprehensive retirement solutions. His main purpose is to address your changing needs.
As a seasoned professional, he holds the following industry-leading credentials: Chartered Retirement Plan Specialist℠, Accredited Investment Fiduciary®, and CERTIFIED FINANCIAL PLANNER™. His expertise allows him to provide focused, thoughtful, and objective advice tailored to your financial goals … because our goal is to simplify your financial picture and offer peace of mind.
Envision Retirement works with companies from various industries and individuals at all stages of life. Alex will use his expertise and best practices to maximize your portfolio returns. All the while ensuring a positive experience for you.
Whether you work with us as a business, individual, or both, you get independent recommendations tailored to your unique circumstance. Alex is an independent advisor, which means that he does not have any proprietary products or quotas that influence our recommendations.
Flexibility, Experience and Independence Set Us Apart
Meet the Team
Alex guides the firm’s growth, ensuring the team is on top of cutting edge financial planning and investment management strategies. He makes sure our fiduciary financial advisor services are continually evolving to meet the needs of our clients.
Alex is an Accredited Investment Fiduciary®, Chartered Retirement Plans Specialist℠, and CERTIFIED FINANCIAL PLANNER™. He earned a BBA in Finance from Midwestern State University and a MS in Personal Financial Planning from Texas Tech University.
His office is in Tempe, Arizona where he lives with his wife and three children. When he is not helping business owners and clients achieve financial independence, he enjoys traveling, gardening with his son, and attempting to keep up with his wife and father-in-law in sprint triathlons.