Alex Assaley, AIF®

Managing Director, Retirement Plans

Bethesda, MD
| 301-961-8401  | Send a Message | Book a Meeting

Background

Alex Assaley is Managing Director at AFS 401(k) Retirement Services, LLC, a HUB International Company.

Why I get up in the morning: Each day, I focus on empowering others by delivering financial know-how, helping them make progress, and improving their life. Like most people, I’ve faced challenges throughout life that have helped me understand how overwhelming and hard it can be to navigate personal finance, no matter how much you’re worth. From a young age, I’ve used experiences to help me grow and strive to be the best version of myself. Today, I borrow from these lessons to help make complex retirement plans simple and straightforward for employers and employees. 

How I got here: In a way, finance is in my genes. My father was a financial advisor, and my uncle still works as an advisor today. I guess they rubbed off on me a bit, but I admit, I didn’t predict I would end up working in financial services. Through my family, experiences, and challenges, I learned that, despite the general perception, serving people around their money – as their financial advisor, is a tremendous way to help working Americans achieve their goals and live a better life. As for education, I received my Bachelor’s degree in Economics from West Virginia University and maintain the Series 65 securities license with Global Retirement Partners, LLC, as an investment advisor representative. I have also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. 

What I do really well: Developing strategy and collaborating with others to execute goals. I love the feeling of progress – especially when a group rallies around a common mission. I lead our team in creating and delivering proactive, high-quality services for our clients. I love working with positive, optimistic, and forward-thinking professionals. Most of my personal and professional relationships are with individuals and teams that want to do the right thing – for their organization, their people, and their families. At HUB, we have a great team, and I continue to find that we best serve organizations that truly care about having valuable retirement and financial benefits for their employees. Specifically, I love communicating with retirement committees – learning about their top priorities and initiatives to make their retirement benefits stronger. From there, we can develop a strategy that aligns with their ideas and culture. 

I also focus on giving back to this industry that has done so much to help build my career and propel my vision for the future. I am a member of the National Association of Plan Advisors (NAPA) and its parent organization, the American Retirement Association (ARA), our industry’s national association geared towards retirement-focused advisors and industry professionals. I recently served as the President and member of the Association’s Leadership Council. I am also grateful for the wonderful community that we get to call home. I am an active member of the Bethesda-Chevy Chase Rotary Club, which takes great pride in the service-based outreach we provide throughout the local community and around the globe. Additionally, we are fortunate to work with several great organizations, including (but not limited to) A Wider Circle, So Others Might Eat (SOME), and Junior Achievement. 

What I’m most interested in for the retirement industry today: Financial wellness, retirement readiness, and the future of the 401(k) are some of the biggest trends today. The retirement plan industry has come a long way. While there will always be a focus on regulations, I am very proud of the leaders in this industry – advisors, and practitioners who are working hard to help working Americans save for their future. Today, we are thinking big about how the employer-sponsored retirement plan aligns and complements a worker’s entire benefits package and full financial picture. 

Who I am really: I live in Vienna, Virginia with my wife, Jamie, and son, George. I love reading (and telling) them stories for laughs and smiles. I also love music and still play both guitar and piano with a gigging band. I am always interested in finding new bands and musicians and listen to my large collection of albums every day. I also enjoy travel, throughout the US and abroad, and some might consider me a “foodie” – my wife and I love trying new restaurants.

Advisor Location

Main Office:

7700 Old Georgetown Road Suite 630 Bethesda, MD 20814

Areas of Focus

  • Employer-Sponsored Retirement Plans
  • Fiduciary Assistance
  • Employee Financial Wellness
  • Financial Education
  • Executive Financial Planning
  • Employee Financial Education
  • Executive Benefit Consulting
Get in touch with Alex Assaley