CoverProfile

Alex Murguia

Managing Principal

McLean Asset Management

United States, Minnesota, Washington

About Me

Alex is the managing principal for McLean Asset Management. In addition to his management responsibilities, he is one of the primary contributors to our content. He has published numerous articles in the leading peer-reviewed journals in the financial planning industry and is a frequent speaker at many of the financial planning profession’s leading conferences. In addition, he has been quoted in the New York Times, the Wall Street Journal, InvestmentNews, and various other industry publications regarding his thoughts on the industry, practice management, and retirement income planning. He also founded inStream Solutions. A leading retirement financial planning software company used by some o
View more

Profile Information

Managing Principal

McLean Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

Minnesota

United States

May 16, 2024

More profiles to browse

Profile Photo
Wade Pfau
Principal, Director of Retirement Research
JW
Jessica Wunder
Principal, Wealth Management
JR
Jason Rizkallah
Managing Director, Financial Planning
JD
Jason Dye
Managing Director

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University