About
Alex Nikulin is a Certified Financial Planner® professional with 20 years of experience in the financial services industry, including a deep focus on working closely with individuals, families, and multi-generational households as a financial planner. He is passionate about helping clients bring together personal finance, investment planning, and thoughtful long-term decision-making in a way that aligns their financial lives with what matters most. Alex believes the best financial advice begins with truly understanding the clients behind the financial plan. He enjoys building long-term relationships and serving as a trusted point of contact as clients navigate retirement, investment decisions, family priorities, wealth preservation, and life transitions. His approach is thoughtful, practical, and centered on each client’s best interests.
Alex’s passion for financial planning began with his own family story. Born in Estonia, he moved to the United States at the age of eight when his parents came in search of a better life. Watching them work through financial uncertainty gave Alex a deep appreciation for the importance of financial stability, independence, and informed decision-making. That experience continues to shape the way he serves clients today. For Alex, financial planning is not just a career — it is a meaningful part of his life. He takes pride in being accessible and responsive to clients when guidance is needed, including during important moments that may not always happen within traditional office hours. He values relationships built on trust, consistency, and genuine care.
Alex earned his bachelor’s degree in Financial Services from the University of North Florida in Jacksonville. He is an avid learner who regularly spends time reading, listening to podcasts, and studying new ideas in financial planning, investing, and personal development. His commitment to continual growth is part of both his personal life and his professional philosophy.
Outside of work, Alex lives in Portsmouth, New Hampshire, where he enjoys exploring local coffee shops, hiking, snowboarding, running, mountain biking, and photographing beautiful landscapes. He is passionate about national parks and hopes to visit and photograph as many as possible. He also enjoys giving back through volunteer efforts, including beach cleanups and community service.