Alex Rootes, CRES

Alex grew up in Maple Grove, Minnesota, and attended St. Cloud State University where he received a Bachelor of Science degree in Elementary Education. Alex then taught in three different school districts, giving him the opportunity to interact with a broad variety of educational professionals and come to an understanding of their equally varied needs and goals. In addition to his degree in Education, Alex holds his FINRA Series 6, 63 and 65 registrations, as well as his life insurance license.  

Believing his educational work experiences are valuable and relatable to the EFS clientele, Alex feels that as a fully licensed professional financial advisor, he brings to the table a clearer understanding of the possible needs and objectives of educators. 

His goals with clients are to inform them of their financial planning options, deliver clear and accurate feedback on the performance of their portfolios, and offer informed advice on insurance and retirement strategies.

Alex enjoys all four seasons that Minnesotans experience, partaking in the numerous sporting activities that each season offers.  Spending time with his family and friends encompasses much of the rest of his free time.

PROFESSIONAL QUALIFICATIONS

• FINRA Series 6, 63 and 65 registrations
• Life Insurance License
• Bachelor’s Degree in Elementary Education, St. Cloud State University