Meet the RISE Team
Your financial steward throughout your retirement journey.
A good name is to be chosen rather than great riches, loving favor rather than silver and gold.
Proverbs 22:1
Alexander Angst, CFP®, CKA®
Founder, Financial Advisor
Alex believes in helping families find more joy and contentment with their money — identifying pathways to financial growth and retirement goals without sacrificing life’s quality moments.
With nearly 15 years of experience, Alex helps families blend the numbers side of financial planning — drawing on his love for planning and spreadsheets — with the creative side of financial planning, incorporating families’ aspirational goals and dreams. What sets him apart isn’t just his ability to craft practical solutions and offer holistic advice, it’s the genuine connections he makes with the people he serves.
Alex’s credentials include CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor designations. Alex holds his life and health insurance license and has passed the Series 66 securities exam.
A graduate of the University of Massachusetts Amherst with dual bachelor’s degrees in corporate finance and sports management and a minor in economics, Alex has always been interested in planning and creative problem-solving. He loves making a lasting impact for families through his work.
He and his wife, Mimi, have a young son, Christian, and a Great Dane named Zena. Originally from Connecticut, Alex and Mimi are proud of their strong Christian values and excited to raise their family in Florida. They love to travel the world, stay active outside and visit the beach. The family also enjoys piling into Alex’s six-speed convertible Mustang for a fun drive on beautiful days.
Alexander Angst, CFP®, CKA®
Founder, Financial Advisor
Alex believes in helping families find more joy and contentment with their money — identifying pathways to financial growth and retirement goals without sacrificing life’s quality moments.
With nearly 15 years of experience, Alex helps families blend the numbers side of financial planning — drawing on his love for planning and spreadsheets — with the creative side of financial planning, incorporating families’ aspirational goals and dreams. What sets him apart isn’t just his ability to craft practical solutions and offer holistic advice, it’s the genuine connections he makes with the people he serves.
Alex’s credentials include CERTIFIED FINANCIAL PLANNER™ professional and Certified Kingdom Advisor designations. Alex holds his life and health insurance license and has passed the Series 66 securities exam.
A graduate of the University of Massachusetts Amherst with dual bachelor’s degrees in corporate finance and sports management and a minor in economics, Alex has always been interested in planning and creative problem-solving. He loves making a lasting impact for families through his work.
He and his wife, Mimi, have a young son, Christian, and a Great Dane named Zena. Originally from Connecticut, Alex and Mimi are proud of their strong Christian values and excited to raise their family in Florida. They love to travel the world, stay active outside and visit the beach. The family also enjoys piling into Alex’s six-speed convertible Mustang for a fun drive on beautiful days.
“Enjoy the moments you have with the people you care about most. Be present. No one cares at the end of their life if they saved just a little bit more money.”
— Alex Angst
Founder, Financial Advisor
“Enjoy the moments you have with the people you care about most. Be present. No one cares at the end of their life if they saved just a little bit more money.”
— Alex Angst
Founder, Financial Advisor
Business Support
As investment professionals, RISE Capital receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Giving Back
At Rise Capital, we feel called to bless those who are doing amazing work, and our passion is to use our resources to be a blessing to those who need it most.
RISE to Your Financial Potential
Schedule your no-obligation consultation today!
Whether you’ve been planning for years or aren’t sure where to start on your retirement journey, we can help ensure you’re on course.
