Alex Roig

Alex was born and raised in San Antonio, Texas, and has spent his career helping individuals and families plan for a more confident future. He specializes in guiding clients through retirement and legacy planning, with a focus on clarity and protection. His thoughtful, relationship-driven approach helps clients make informed decisions that align with their goals and values.

A graduate of the University of Texas at Austin, Alex earned his bachelor’s degree in psychology and later completed his legal education at Thomas M. Cooley Law School in Lansing, Michigan. He holds his Series 65 and insurance licenses, allowing him to provide comprehensive support throughout the planning process.

Outside of work, Alex enjoys spending time outdoors and unplugging from a busy schedule. He is an avid hunter and loves taking road trips, whether to explore new places or simply enjoy the journey. He is also a devoted dog lover and rarely starts his day without a good cup of coffee.