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 som

View more

Profile Information

Managing Principal

McLean Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

Minnesota

United States

Sep 24, 2025

More profiles to browse

RC
Rob Cordeau
Managing Director - Wealth Management
AC
Athena Chang
Vice President, Financial Planning
Profile Photo
Wade Pfau
Principal, Director of Retirement Research
Profile Photo
Stephen Dozer
Investment Operations Specialist

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management