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