Alex MurguiaManaging 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 Visionaries
, 9:00amView Session