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.