Redefining Financial Advisory: Beyond Investments | Alex Johnson, Founder and Financial Advisor, Oakview Wealth Management 00:10:00

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Alex Johnson is the Founder and a Financial Advisor at Oakview Wealth Management. With over a decade of experience in the financial industry, Alex has transformed his approach from a traditional investment-focused advisor to a holistic financial planner. His journey began with door-to-door sales and evolved through roles at a national bank and a regional investment firm. In 2018, Alex founded Oakview Wealth Management to provide personalized financial planning that centers around clients' goals and life aspirations. His mission is to help individuals and families navigate financial challenges and achieve their dreams without being solely tied to investment products.

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