Alex Rasmussen, CFA, CPA, WRFA

Beneath the Surface:

“Before beginning my career, I served in the United States Marine Corps from 1989 to 1993 and was deployed in the Persian Gulf War in 1991. I firmly believe that my accounting experience and background that I gained early on in my career has given me the foundation to make the transition to investment analysis and portfolio management.”


Contact Alex:

Call 843.656.1118 or email arasmussen@wrfasc.com


 

Alex Rasmussen, CFA, CPA

Alex Rasmussen, CFA®, CPA is an Investment Consultant for WebsterRogers Financial Advisors, LLC. Alex has spent 20 years building his career in the financial industry. He joined WRFA, where he specializes in portfolio management, in 2016.

Education:

  • Graduated magna cum laude from the University of Wisconsin - Oshkosh with a B.B.A. in Accounting and Finance

Professional Affiliations:

  • Member of the CFA Institute
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Alumnus of the Betta Gamma Sigma Honors Society

Community Involvement:

  • Volunteer for Artfields