Alex Seleznev, MBA, CFP, CFA
1451 Rockville Pike, Suite 250
Rockville, MD 20852
240-600-1678
alex.seleznev@csqfinancial.com
www.csqfinancial.com
Q: What services does your firm provide?
A: Our team specializes in helping people who are thinking about, transitioning into, or are already in retirement. We help clients avoid costly mistakes and minimize taxes throughout their retirement journey.
Q: Why did you decide to focus on retirement planning?
A: My father passed away at 70 after spending most of his life worrying about money and saving every penny, even when it wasn’t necessary. This personal experience, combined with my extensive professional background, drives my passion for helping my clients enjoy their achievements as wisely and as soon as possible.
A: What is your investment approach?
Q: We build “fortress” retirement plans that have layers of protection, and present all plans in a clear, straightforward manner. Our clients sleep well at night knowing their future is secure.
