Alex Alonso
Fee-only financial advisor in Tampa, Florida
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Serving Clients Nationwide
Fee-only financial advisor in Tampa, Florida
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Alex Alonso
Hi, I'm Alex. As a Wealth Advisor with a dedicated focus on entrepreneurs and stock-compensated professionals, I am committed to taking the time to understand each of my clients and the surrounding community they are a part of.I specialize in working with business owners and stock-compensated employees, the people whose net worth seems to be buried in spreadsheets, stock options, and “vesting schedules” they don’t have time to decipher. Whether you’re juggling RSUs, ESPPs, IPO lockups, or wondering how much of your own company’s stock is too much, I’m here to help you build a strategy that actually makes sense for your life (and your tax bill).
I became a financial advisor because I’ve seen too many athletes and entrepreneurs make millions… only to wonder where it all went a few years later. Growing up in a family of top-performing athletes, I learned early on that making money and keeping money are two very different skills.
My mission? To help my clients build lasting wealth so they don’t end up Googling “best side hustles” after a multi-million-dollar career.
Professional Designations
- Master of Business Administration (MBA)
Primary Location
Tampa, Florida
Additional Locations
📍 500 Mamaroneck Ave, Suite 435 Harrison, NY 10528
📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
I look forward to speaking with you and appreciate the opportunity to learn about what you are seeking to gain from a relationship with a wealth manager. During the first meeting, I try to get a sense of what is important to you in your life, how your finances play a role, and any other dynamics that may impact what you are trying to achieve. We can then decide if it makes sense to move to the next step.Offers Investment Management
Yes
About SYKON Capital
At SYKON Capital, we are a fee-only financial advisor based in New York with offices in Tampa and Palm Beach, serving individuals, families, and institutions who see the value of helping minimize downside risk.We uphold the highest standard of care in the industry and do things in a way that maximizes choice, clarity, and growth potential for YOU, not us.
SYKON Capital was founded with a vision to not only offer unparalleled solutions for our clients, but to completely align our values with theirs. Our core values are prudence, independence, fairness, creativity, and ingenuity.
Our Services
✔️ Wealth Management
A holistic approach to managing your financial resources.
✔️ Financial Planning
A personalized blueprint designed to help you achieve your life goals by aligning your finances with your values and priorities.
✔️ Investment management
Behavioral insights drive strategies that align with your goals and adapt to changing market conditions to help keep your plan on track.
✔️ Tax & Estate Planning Coordination
Coordinating strategies to help preserve wealth, optimize tax outcomes, and align your estate with your goals.
Education
Queens University of Charlotte, MBA, Finance; Bachelor's Degree, Finance
Hobbies and Interests
- Baseball
- Beach
- Board Games
- Computer
- Cooking
- Entertaining
- Exercising
- Family
- Golf
- Grilling
- Pickleball
- Reading
- Video Games
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Individuals
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Professional Athletes
- Remote Workers
- Sales Professionals
- Technology Professionals
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Amazing Wealth Advisor
Highly recommend
Alex and team are fantastic.
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