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Inside ETFs
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Alex Murguia
Managing Principal at McLean Asset Management

Profile

Alex is the managing principal for McLean Asset Management. He also founded inStream Solutions. A retirement financial planning software company used by some of the nation’s largest financial advisory firms. Currently, Alex is the founder of RISA LLC. RISA® is the financial industry’s first financial personality assessment tool for retirement income planning. He has also published numerous articles in the leading peer-reviewed journals in the financial planning industry. Alex graduated with a Ph.D. in Clinical Psychology at The George Washington University.

Agenda Sessions

  • Welcome: EDGE Visionary

    9:00am

Speakers at this event