Alex I. Koler

Alex I. Koler

Chairman and CEO

Phone: 440-884-7042
Fax: 440-845-0065
E-mail:

 

BACKGROUND AND EXPERIENCE   

Alex is a retirement planning specialist.  He is a registered principal and an investment advisor representative.  He has helped individuals retire from major corporations including:

 

·         Republic Steel
·         SBC Communications
 
·         LTV Corp
 
·         Lubrizol
 
·         TRW
 
·         BP America
 
·         Ameritech
 
·         UCAR Carbon Corp
 

 EDUCATION AND AWARDS

♦   Certified Financial Planner® Designation

♦   College of Financial Planning, Denver, CO  (National Class Valedictorian)

♦   M.S. Degree, University of Miami, FL, Phi Kappa Phi (Honorary)

♦   B.S. Degree, University of Dayton (Summa Cum Laude)

♦   Lifetime Achievement Award, SunAmerica Securities 2001

♦   Received Honorary Proclamation from the House of Representatives of the 124th General Assembly of Ohio for Professionalism and Philanthropy

 

MEMBERSHIPS  

♦   Financial Planning Association   

♦   Northeast Ohio Financial Planning Association

♦   Who's Who in U.S. Executives

 

COMMUNITY SERVICE     

♦   Parma Hospital Board of Directors - First Assistant Treasurer

♦   Trustee, Parma Hospital Health Care Foundation; Served as Treasurer and Vice-President

♦   Trustee Emeritus and Past President, Proud of Parma, Inc.

♦   Civil Service Commissioner, Parma, Ohio, 1980-1992

♦   Parma Chamber of Commerce - Business Pride Award 2004

 

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation