#155 - Alex Oberle - Building Wealth For Silicon Valley Executives

2023-05-02

Alex Oberle joins Something For Everybody this week. Alex and I played baseball together at South Dakota State University. Before going to South Dakota State, Alex worked part-time at In-N-Out Burger, attended school full-time at a local Junior College, and practiced baseball for 3-4 hours a day. After completing his MBA in 2012, Alex joined Morgan Stanley's Menlo Park office and has spent his entire career focused on the wealth management needs of successful Silicon Valley executives and entrepreneurs. In his role, Alex has d...

In his role, Alex has developed personal relationships with a select group of families, provided and implemented effective investment strategies to navigate the capital markets, and created customized solutions to accomplish his client’s financial objectives.

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Extra Stuff:

Follow Alex on LinkedIn: https://www.linkedin.com/in/alex-oberle-54582528/

Morgan Stanley Profile: https://advisor.morganstanley.com/alex.oberle

Check out my mental health non-profit, YouAreLoved: https://youarelovedlife.com/

Subscribe to my newsletter: https://t.co/mt5dlhpKOw

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To support me on Patreon (thank you): https://www.patreon.com/AaronMachbitz

(Recorded on March April 13th, 2023)

Edited by Ben Rogerson (@BenRogerson_)