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Alexis Hongamen, CFP®️, CRPC®️

Trust. Safety. Integrity. Service. Expertise to Rewrite your Future

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Total Financial Planning Alexis Hongamen, CFP®️, CRPC®️
Orlando, FL

Serving Clients Nationwide

Trust. Safety. Integrity. Service. Expertise to Rewrite your Future

407-900-1653

Website

Areas of Focus

  • Education Funding
  • Investment Management
  • Retirement Planning

About Me

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.

I work with families needing assistance with the following:

✅ Pre-Retirement Planning
✅ Retirees
✅ Federal Employees and Retirees
✅ Military Personnel and Veterans
✅ College Education Planning
✅ Investment Management
✅ Budget and Debt

➕ More About Alexis Hongamen:

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 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.

His professional licenses and certifications include the following:

✅ Uniform Investment Adviser (Series 65)
✅ CERTIFIED FINANCIAL PLANNER™ professional
✅ Chartered Retirement Planning Counselor™ certification

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Financial Planning Association
  • Garrett Planning Network
  • National Association of Personal Financial Advisors

Primary Location

1120 Bella Vida Blvd, Orlando, FL 32828

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call at a time that fits your schedule. We'd love to speak to you about your retirement needs! I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Why Total Financial Planning?

✅ Focus on Retirement, College Planning and Federal Employees: My firm's focus is helping clients with their retirement and college planning needs. In addition, I am also well versed in the needs of federal employees and their retirement system (FERS). I have personal first-hand experience with the complexities of the federal retirement system. I have the knowledge, experience and tools to assist in preparing financial plans for my clients.

✅ Knowledge and Certifications: I am a CERTIFIED FINANCIAL PLANNER™ professional, the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

I am also a Chartered Retirement Planning Counselor. This is a designation for financial professionals, who are focused on retirement planning for individuals and define a “road map to retirement.” I focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

✅ A passion for financial advice: I don’t consider my service to you a job. It is a passion of mine. I enjoy putting together financial plans and then executing them with my clients. I receive great joy in seeing my clients’ goals come to fruition.

✅ Personalized service: As a client of the firm, you will be personally dealing with me. You will not be dealing with a different advisor, agent or representative when you call. I take the responsibility of looking over your finances very seriously. I will oversee your investments as I would for a family member.

✅ Low minimum for investment management: I have no set investment minimums for managing your money. Other firms require at least $250,000 to actively manage your portfolio.

✅ As an Investment Advisor Representative, I am required to act in your best interests at all times. I am also required to identify and disclose any conflicts of interest and compensation with you. I operate with full transparency.

✅ We don’t “sell” you anything: I don’t sell insurance, annuities or any other financial product. I don’t receive any compensation from any outside entities. I manage your investments and personally put together financial plans for you. That is all. If you require insurance or annuity products I can provide you unbiased advice to determine the best product for your needs.

✅ Independent advice: As an independent investment adviser, I am not beholden to a parent company deciding which equities or investment products to recommend. I am free to choose the best investments for my clients.

✅ Uncompromised integrity: I do not need a code of ethics to remind me to distinguish between right and wrong. My promise to you is I will put the client first. I will not compromise my integrity by providing recommendations unfit for my clients because of outside compensation by third parties.

✅ Transparency in fees: I charge a simple fee for preparing a financial plan for you, or a fee as a percentage of the assets I manage, or an hourly fee. That’s it.

✅ Constant monitoring of your investments: I have a passion for what I do. You investments won’t be reviewed every six months to determine if their performance is adequate. I will frequently assess performance and make changes as they are feasible. Please note that performance of an investment is never guaranteed.

Education

University of Central Florida, Master's degree, Industrial Engineering | Florida Institute of Technology, Master's degree, Space Systems Management | University of Miami, Bachelor's degree, Electrical Engineering

Badges

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Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Government Employees
  • Living in Retirement
  • Military

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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