Aleksandr Seleznev is a partner, financial advisor and portfolio strategist at CBM who specializes in translating complex financial planning and investment challenges into a simple set of actions. Alex’s passion for the independent “fee-only” financial planning approach comes from his desire to help people meet their goals in a sympathetic and easy-to-understand manner.
Alex is a co-founder and also serves as the Chief Operating Officer of CBM’s subsidiary, May Barnhard Investments LLC, an SEC-registered investment advisory firm, consisting of four active registered investment advisors and three analysts.
As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) professional with over 12 years of experience, Alex collaborates with clients on development and implementation of a strategy that accounts for their short- and long-term objectives. Alex understands the major concerns facing individuals and families that become a critical part of the holistic planning process such as maximizing savings and investment performance, asset allocation selection, risk management and insurance, education planning and other life events such as house purchase, transition to retirement, receipt of inheritance, birth of a child or divorce.
Alex works with a diverse group of clients including business owners, federal employees, retirees, doctors, attorneys, young professionals and newly divorced individuals. This multifaceted experience provides him with ample opportunities to stay current in today’s rapidly changing environment. Executive compensation, including stock options and performance-based incentives, is one of Alex’s specialties. His clients include executives at Microsoft, GitHub, Uber, Lyft, Coca-Cola and Palantir.
Alex is a regular speaker at the firm’s bimonthly Investment Market Update webinars and presentations. He also frequently provides professional education on other financial planning topics such as Retirement Planning Strategies, Social Security, Medicare and College Planning. He was recently quoted by Kiplinger on “Investing for Income”.
In his free time, Alex enjoys spending time with his wife and two sons. Alex is an avid tennis player. He helped his semi-professional team to advance to the 3rd position in the USTA National 5.0+ league.