Alex Avestini

Alex Avestini is a Financial Advisor at Pure Financial with more than a decade of experience helping individuals, families, and business owners build, manage, and protect their wealth.

Alex began his career in 2013 as an intern, advancing to Financial Advisor at an independent broker-dealer in Minneapolis. In 2022, he joined a registered investment advisory firm and relocated to Phoenix, where he helped establish and grow the firm’s presence in the Arizona market while serving clients across multiple states. He held the Series 7 and Series 66 registrations, as well as a Life Insurance license.

Alex specializes in working with high-income individuals and families, business owners, and clients approaching or in retirement. He takes a comprehensive approach to wealth management, serving as a personal CFO and financial quarterback for his clients—helping coordinate the many moving pieces of their financial lives so they can focus on their businesses, families, and the things that matter most.

Alex develops comprehensive financial plans and incorporates customized investment strategies designed around each client’s goals, risk tolerance, and unique circumstances, while incorporating tax planning and tax efficiency into investment and financial decisions. By integrating investment, tax, and financial planning strategies, he helps clients make informed decisions that are designed not only to grow and preserve wealth, but also to maximize the wealth they ultimately get to keep.

His experience includes helping business owners optimize the value of their companies, prepare for a successful exit, and maximize the proceeds from a sale. He also works extensively with real estate investors, helping them integrate their real estate holdings into a broader financial and wealth management strategy. Whether helping an entrepreneur launch and grow a business, guiding a client through retirement after a long career, or helping a family navigate a major life transition such as death, divorce, or disability, Alex works to bring clarity, organization, and strategic direction to complex financial decisions.

Alex graduated from North Dakota State University with a Bachelor of Science in Finance. He earned the CERTIFIED FINANCIAL PLANNER® certification in 2017.

Outside of the office, Alex enjoys spending time with his wife, Billie, and their son. He enjoys hiking and exploring Arizona, working out, playing pickleball, biking, and hosting scary-movie Friday nights. He also serves on the Board of Directors for his homeowners association, where he helps oversee financial management and works with fellow board members to plan and execute community initiatives.