Alex Neri is a CFP® (CERTIFIED FINANCIAL PLANNER™), RICP® (Retirement Income Certified Professional) and founder of Cultivate Financial Planning, located in Pittsford, NY. Cultivate Financial Planning is a local firm with a strong focus on personalized strategies tailored to individual needs. We aim to cultivate your financial success by providing well-considered advice, insightful planning, and proactive guidance. As a financial advisor, Alex works to help the greater Rochester community meet their financial goals by breaking down complex issues into manageable goals. You can learn about Alex Neri and his financial planning process on the Cultivate Financial Planning website.
Alex Neri and his team are incredible to work with! He makes planning for our future easy and realistic for what works for our family!
September 2025
Alex is never opposed to helping people learn. He has been beyond generous with his time and knowledge.
July 2025
I trust Alex Neri to handle all my financial investments. He is very thorough and professional. He patiently explains the pros and cons of every investment decision in terms that I can understand. This allows me to make my decisions in a comfortable manner. I enjoy his low-key approach sprinkled with the right amount... read full comment
