Alexis Hongamen, CFP<sup>&reg;</sup> - Financial Advisor

Alexis Hongamen, CFP®

CRPC®

Principal

Total Financial Planning, LLC

1120 Bella Vida Blvd
Orlando, FL 32828-6758
FINANCIAL ADVISOR'S WEBSITE
(407) 729-8516 CONNECT WITH Alexis
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General

Alexis Hongamen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Total Financial Planning, LLC in Orlando, FL and the surrounding communities.

Financial Advisor Overview

My name is Alexis Hongamen and I'm a CERTIFIED FINANCIAL PLANNER™ professional. I take great joy in helping everyday families achieve their financial goals. It is very important that clients build trust with their advisor, and it begins with transparency. I don't receive commissions of any kind for anything I recommend. I'm only compensated by my clients. My clients can rest assured that whatever I recommend is because I think it is best for their personal situation, not because I may be receiving compensation from a third party. Financial planning is at the core of what I do. I believe in "planning your work, and working your plan". That begins with getting to know your specific needs and wants. We then together, you and I, formulate a specific plan that you believe in, that will help meet your goals. I don't force a cookie-cutter plan on you, as everything is tailored to your specific situation. Educating you is part of my job, and informing you of WHY I am recommending certain steps is key. Financial planning is about RELATIONSHIPS, and I believe in forming a strong bond with my client. If you don't believe in your advisor, you simply won't take their recommendations to heart. I have been featured and quoted on many publications such as, MarketWatch, Kiplinger's, CNBC, Investopedia, Reader's Digest, InsuranceNewsNet, FedSmith, FedWeek, Wealthtender and more!

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Financial Advisor Experience

Since Alexis was a teen, he has had interest in the investment markets and what is known today as personal financial planning. After 25 years as a an electrical engineer at NASA, Alexis followed his other passion and founded his own financial planning firm in 2017 to enable people from all walks of life set goals and achieve their financial dreams . Alexis had found there were a limited number of Financial Planners that provided service to those not deemed high net worth individuals. In addition, many in the industry had conflicts of interest that did not allow them to provide true objective and unbiased advice. Alexis is a true fiduciary and is only compensated by his clients, and does not accept compensation in any capacity from third parties. He takes pride in putting his clients first and assisting them in making decisions that will impact their retirement, college planning or whatever financial goals they have. Alexis graduated from the University of Miami with a Bachelor of Science degree in Electrical Engineering. He also holds Master’s of Science degrees from Florida Tech and The University of Central Florida. He also holds a certificate in financial planning from the Boston Institute of Finance. Finally, he has a certificate as a retirement planning counselor from The College of Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor (CRPC)

Broker-Dealer Affiliation

None/NA
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Government & Military, Getting Divorced, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family

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Helpful Financial Planning Resources