Alex Call, CFP®

Helping soon to be retirees make the transition to and through retirement.

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Peterson Wealth Advisors Alex Call, CFP®
Orem, UT

Serving Clients Nationwide

Helping soon to be retirees make the transition to and through retirement.

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Alex Call is a Certified Financial Planner™ and graduated from Utah Valley University where he majored in Personal Financial Planning and minored in Finance.

Before joining Peterson Wealth Advisors, Alex has been a financial advisor for almost 10 years between firms in Scottsdale, Arizona, and Lehi, Utah.

Alex is happily married to his wife Kimberly. They live in Vineyard, Utah, and have two boys, with a girl on the way, that keep them busy and entertained.

In his spare time, he enjoys being with his family, cheering on the Utah Jazz, running, being outdoors, reading and loves a good TV show.

Professional Designations


Primary Location

360 W 920 N, Orem, UT 84057


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This is a quick 10-15 minute call to determine if we are a good fit. If we both think we are then we'll schedule a longer consultation, still free, to discuss your retirement income plan. I look forward to speaking with you.

Offers Investment Management


About our Firm

When you’re retiring, we’re just getting started. Enjoy peace of mind while we do the work.

We build a retirement income plan that lasts. With a singular focus on retirement, we blend your unique retirement needs into one comprehensive plan to serve your retirement success.

✔️ Your one-stop retirement shop

As planners, not just investors, we’re able to handle the full range of your retirement needs.

Our One-Stop Retirement Shop will guide you in income generation, investments, healthcare, charitable giving, and estate planning.

And don’t forget about taxes! The Perennial Income Model™ helps us recognize and even create future tax-saving opportunities that other professionals often miss. By accurately projecting your retirement income over decades, we see how withdrawals will impact your future tax liability. That means we can organize your finances to start saving on taxes now, and for years to come.

With 85% of our clients being 55 or older, retirement is our sole focus.

✔️ Fee-only, fiduciary pros

As fiduciaries, we’re legally and ethically bound to our clients’ best interests. This shouldn’t set us apart, but it does.

Our team’s commitment to fiduciary standards puts us amongst only 29% of advisors. But our narrowed focus on retirement income, taxes, and charitable giving makes us one of a kind.

As independent, fee-only, CFP® Professionals, we set ourselves apart further. With us, there’s total cost transparency and zero commissions. We do all we can to eliminate hidden agendas so our best interests are always aligned with yours.


Utah Valley University, Personal Financial Planning; Finance


Hobbies and Interests

  • Basketball
  • Family
  • Reading
  • Running

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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