Alex Hayes, CIMA®

CEO, Managing Director

RD's Financial Strategies

CA Insurance Lic. #0H83258

alex@rdsfinancial.com

Phone: 408-879-9181

3190 S. Bascom Avenue, Suite 230

San Jose, CA 95124

Leveraging over two decades of experience, Alex focuses on developing customized strategies for investments, financial planning, generational wealth transfer, retirement planning, and insurance. His knowledge gained from working with a broad range of clients helps him understand their needs and how to align financial strategies with their goals. As a Certified Investment Management Analyst (CIMA®), he has advanced credentials to help clients customize an investment portfolio based on their objectives.

With more than two decades of experience in the financial industry, Alex has worked at several leading national firms, including Invesco, Oppenheimer Funds, American Funds, and Putnam Investments. He earned a Bachelor’s Degree in Business with a minor in Economics from SUNY Buffalo State College. He later earned the CIMA® designation through the Wharton School of the University of Pennsylvania, and he holds the Series 7, 63, 65, 26, and 51 investment licenses through LPL Financial. He also has a California Insurance license.

Alex lives in the East Bay area with his wife, Jessica, and their three children. Outside the office, he enjoys spending time with his family and coaching softball, baseball, and soccer for his children.