Meet the team

Alex Rupert


Senior Director, Wealth Advisor

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About Alex

I work closely with individuals, families, business owners and entrepreneurs to help them more effectively manage their wealth and better understand their personal financial landscapes. Clear communication is key, and I understand the value of translating complex financial concepts into logical and actionable ideas.

My objective is to create, facilitate, educate, and effectively implement financial planning strategies with clients. I strive to not only deliver the most efficient strategies for each client’s goals, but also to provide clients with a strong understanding of their personal financial situation.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Accreditation & Education

Acquired Series 65 Registration (inactive)
University of Akron, Bachelors in Finance

Up Close

  • Enjoys fishing, art, architecture, local economics and sports
  • Is a fan of all Cleveland sports
  • Lives in Cleveland, OH
  • Joined Sequoia in 2018

contact your financial planning specialist

Alex Rupert,


Senior Director, Wealth Advisor