Alex Assaley News Today

Wise Rhino Group served as an advisor on the deal, the terms of which were not disclosed.

So, this is my last quarterly commentary as President of NAPA!  As I was trying to figure out what I was going to write this quarter, I had to reflect on this year as President. I have to say before I joined the Leadership Council (LC) in 2016, I had no idea what they did. Who were these mystery people that always sat in the front at Summit and seemed to have a pulse on everything NAPA?  You may not realize all the work the leadership council does, so I would like to take this opportunity to ...

Inside NAPA The National Association of Plan Advisors welcomed Alex Assaley, AIF, as its 2020-2021 President on April 9. Assaley is the Managing Principal and the Lead Advisor for Retirement Plans at AFS Retirement Services in Bethesda, MD. A second-generation financial advisor, he has been a plan advisor since 2005. Assaley has been named as one on NAPA’s Top Retirement Plan Advisors Under 40 since the list was launched in 2014. In 2012 he was named  Employee Benefit Adviser...