Alex Koury – CERTIFIED FINANCIAL PLANNER® in Scottsdale, AZ
Wealth Manager
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CERTIFIED FINANCIAL PLANNER® Professional
- Certified Private Wealth Advisor (CPWA®)
- Certified Exit Planning Advisor (CEPA®)
2025 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.
Alex Koury
CFP® | CPWA® |CEPA®
Partner
Alex Koury is a CFP® professional and Wealth Manager in Scottsdale. He has worked in the financial services industry for sixteen years as a financial advisor and Financial Planner. He holds Series 7, 9, 10 & 66 securities registrations– and is a Registered Representative with Commonwealth Financial Network®.
Alex has been affiliated with Commonwealth for the last seven years. Alex holds his insurance license in the state of Arizona, California, Nevada, and Georgia for: life, health, disability, fixed and variable annuities.
As a CERTIFIED FINANCIAL PLANNER® professional in Phoenix and a Certified Private Wealth Advisor (CPWA®), Alex brings advanced wealth-management credentials to clients in Scottsdale, Paradise Valley, Phoenix, and Tempe. The CPWA® designation highlights his specialized focus on complex strategies like tax planning and multi-generational wealth transfer for high-net-worth families. After graduating from Regis University in Denver, Colorado, with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.
Alex is an active member of the Financial Planning Association of Greater Phoenix and frequently volunteers at homeless shelters, teaching financial literacy courses to empower individuals and families. In addition to his professional achievements, Alex enjoys sports, the outdoors, and spending time with his family. As a frequent hiker, you may find Alex on Camelback or Piestewa Peak Mountain on any given morning.
Talk with Alex
