Alex Koury is a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor for Values Quest, Inc., in Phoenix, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through Commonwealth Financial Network®. Alex is also licensed through the state of Arizona, California, and Georgia for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.
As Wealth Advisor for Values Quest, Inc., Alex provides wealth management services for small businesses nationally. He is also an Investment Advisor Representative with Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA with $1 billion in annual revenues*, Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of approximately 810, Commonwealth helps approximately 1,710 independent advisors serve their clients and manage total account assets of approximately $114.4 billion.**
Values Quest, Inc., is an independent wealth management firm dedicated to helping their clients build and preserve their wealth and hard-earned assets. The firm’s independence enables Alex to establish working relationships with other industry leading financial professionals, estate attorneys, CPAs, and insurance providers. Alex leverages their expertise to create customized portfolios, and he only recommends those products and services that are specifically tailored to suit his clients’ unique needs and values. In addition, he prides himself on building lifelong relationships with his clients, which he considers family.
After graduating from Regis University in Denver, Colorado with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona. Alex is the Pro Bono/Public Awareness Chairperson for the Financial Planning Association of Greater Phoenix and provides financial planning education to other nonprofit organizations and private companies in the valley. In addition to his professional achievements, Alex enjoys sports, the outdoors and spending time with his wife, Amzi, and their 1-year-old daughter, Naila. A frequent hiker you may find Alex on Camelback or Piestewa Peak Mountain any given morning.
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