Alex I. Koler

Alex I. Koler

Chairman and CEO Emeritus




Alex was a retirement planning specialist until his retirement in 2016.   He helped individuals retire from major corporations including:


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



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



  • Former Parma Hospital Board of Directors - First Assistant Treasurer
  • Former 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
  • Lifetime Achievement Award,  Financial Planning Association, 2011



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

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck