Get to know Alex Astin, MBA

Alex Astin, MBA

Certified Estate Planner, Investment Advisor

Alex Astin: Certified Estate Planner, FL Resident Life & Health Insurance License (#W518040), Registered Investment Advisor, Series 65 Securities Registered

Alex joined the Burns Estate Planning & Wealth Advisors family in 2021.  He brings industry knowledge, experience and a level of customer service that is intuitive to our service model.

Alex has worked in the financial industry 5+ years and is registered with the SEC as an Investment Adviser Representative.  In addition, he has taken extensive exams to receive his CERTIFIED ESTATE PLANNER™ professional designation. Alex also possesses the Series 65 Securities Registration and is a FL Life/Health Insurance Agent.

Alex graduated with his MBA from Piedmont College in 2017.  After graduating, Alex returned home to the Gulf Coast of the Florida Panhandle to help serve the needs of retirees in his hometown. Alex believes that one of the most impactful ways to serve the community is assisting those who are uncertain of their retirement plan. His drive is to make sure that before a client leaves the office, they have a better understanding and clarity on how their retirement plan will work for their individual needs and wishes.  When Alex is not focused on getting the best retirement for his clients, he enjoys spending time with his wife and their son on the beach, hiking, or fishing.