Equitable Advisors
Financial Professional
(518) 373-7344 alex.cunningham@equitable.com
You've spent decades solving complex problems, building a successful career, and accumulating wealth. The challenge now is making sure your savings, benefits, and retirement decisions work together to support the next stage of your life.
I help engineers age 50+ navigate the financial decisions that become increasingly important as retirement approaches. Whether you're evaluating pension options, managing concentrated company stock, planning for retirement income, reducing future tax burdens, or maximizing employee benefits, I help create a coordinated strategy designed around your goals.
Having grown up in a family of engineers, I developed an appreciation for analytical thinking, problem-solving, and making decisions based on facts rather than speculation. Today, I bring that same approach to financial planning, helping clients simplify complex choices and gain confidence in the decisions that matter most.
Many of the engineers I work with share similar concerns:
- Will my pension election support my long-term goals?
- Am I overly concentrated in company stock?
- Could taxes reduce more of my retirement income than expected?
- How do I turn decades of savings into a reliable retirement paycheck?
- Am I taking full advantage of the benefits available to me?
If you're within 10 years of retirement and want a data-driven approach to financial planning, let's start a conversation.