Alexander Pron, CFP®, CBDA

Alex Pron understands that the world of finance can be daunting, particularly for those who are new to investing on their own.  While some advisors can intimidate with fancy industry lingo, Alex strives to simplify — making complex concepts easier for his clients to understand.

A cornerstone of Alex’s services lies in tax-minimization strategies. Recognizing that maximizing wealth and reducing tax burdens go hand in hand, Alex empowers clients to keep more of their hard-earned money. With an in-depth understanding of tax laws and regulations, Alex guides individuals through effective strategies to help minimize potential tax obligations and optimize their overall financial success.

Alex offers valuable guidance through the intricate world of alternative investment strategies with the intended goal of reducing risk and enhancing portfolio upside. Recognizing the importance of staying ahead of the curve in today’s fast-paced market, Alex helps advisors identify opportunities that align with their clients’ goals. From exploring private equity and venture capital to hedge funds and real estate, Alex delivers tailored insights and strategies to meet the unique needs of each investor.

In the ever-evolving landscape of cryptocurrency, first-time cryptocurrency investors often don’t know where to begin in terms of education and guidance. Alex understands the significance of making informed decisions in this space.  As an experienced investor and as a graduate of Wharton’s “Blockchain Analytics and Digital Assets” certificate course, Alex is positioned to help educate his clients in their learning and understanding as they approach this space.

Alex and his wife Ally are members of The Union League of Philadelphia, where they enjoy golf and trap shooting.  Alex, Ally, their son, and their dog Copper currently reside in Bucks County, PA

Education:
Bucknell University, B.S.
Wharton School of UPenn – Blockchain Analytics and Digital Assets certificate course

Professional Designations Obtained:
CERTIFIED FINANCIAL PLANNER^TM (CFP©)
Certified Public Accountant (CPA)

Industry Awards:
Forbes 2019 “Best in State Next-Generation Wealth Advisors”
Forbes 2021 “America’s Net Gen Advisors” — #353 in the US
Forbes 2022 “Top Next-Gen Wealth Advisors Best-in-State” — #14 in New Jersey

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Award and Third-Party Ratings Disclosures

2019 Forbes Best-In-State Next-Generation Wealth Advisors

2019 Forbes Best-In-State Next-Generation Wealth Advisors Source: Forbes.com (April 2019) Forbes America’s Top Wealth Advisors and Best-In-State Wealth Advisors rankings awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 4/30/18 – 4/30/19. Neither Crossover Capital Brands LLC (dba Crossover Capital) nor its Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Crossover Capital is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

2021 Forbes America’s Net Gen Advisors – #353 in the US

Source: Forbes.com (August 2021) 2021 Forbes America’s Top Wealth Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 – 3/31/21. Neither Crossover Capital Brands LLC (dba Crossover Capital) nor its Financial Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Crossover Capital is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

2022 Forbes Top Next-Gen Wealth Advisors Best-in-State – #14 in New Jersy

Source: Forbes.com (August 2022) 2022 Forbes America’s Top Wealth Advisors ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 – 3/31/22. Neither Crossover Capital Brands LLC (dba Crossover Capital) nor its Financial Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Crossover Capital is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.