About the Advisor
Alex Santillan joined Capital City Investments in 2022, bringing more than a decade of financial services experience to help meet the needs of individuals and business owners in Hernando and Pasco counties. He believes in taking time to understand and educate his clients prior to, and beyond, implementing appropriate strategies geared toward helping them achieve long-term success. As a financial advisor, he concentrates on three essential components of personal finance – accumulation, ongoing management and protection – through retirement planning, investment management and insurance solutions. Alex holds series 7, 63 and 66 securities registrations with LPL Financial as well as state Life, Health and Variable Annuities licenses. Alex began his career in the financial industry in retail banking after moving from Europe to Florida to pursue a finance degree from University of West Florida. He also holds an industrial engineering degree from Universidad de Lima. Outside of work, Alex enjoys offshore boating with his wife, four children and two dogs, and volunteering with Save a Man (SAM) Ministry for incarcerated and newly freed prisoners. Make a smart money move today and schedule your no-obligation financial plan review with Alex.
Other Locations Served
10241 North Florida Ave.Citrus Springs, FL 34434X
101 Southeast U.S. Hwy. 19Crystal River, FL 34429X
7697 South Florida Ave.Floral City, FL 34436X
About Capital City Investments
At Capital City Investments, our advisors are committed to providing quality investment products, services and management to residents in the greater Tallahassee, Fla., Gainesville, Fla. and Macon, Ga. communities we call home. Our advisors are professionally trained to assist you with a variety of services from individual financial strategies to complete business solutions.
Whether you desire long-term or short-term investments, or a combination, we can help you build a portfolio that is designed to align with your needs. We offer access to a wide array of investment products and services at Capital City Investments through LPL Financial:
- Mutual Funds
- Life Insurance
- Disability Insurance