

Alex Koury CFP®, CPWA®, CEPA®
7400 E. Pinnacle Peak Rd. #100
Scottsdale
AZ
85255
Professions
CERTIFIED FINANCIAL PLANNER™ professional and Wealth Manager
Certified Private Wealth Advisor CPWA™
About Me
Workshops Offered
The Changing World of Retirement Planning
The Moving to Tax-Free Retirement Workshop
Alex Koury is a CFP® professional and a Lead Wealth Manager in Scottsdale. He has worked in the financial services industry for over sixteen years as a financial advisor and Financial Planner. He holds Series 7, 9, 10 & 66 securities registrations– and is a Registered Representative with Mutual Group.
Alex holds his insurance license in the state of Arizona, California, Nevada, and Georgia for: life, health, disability, fixed and variable annuities.
Alex is an active member of the Financial Planning Association of Greater Phoenix and frequently volunteers at homeless shelters, teaching financial literacy courses to empower individuals and families. In addition to his professional achievements, Alex enjoys sports, the outdoors, and spending time with his family. As a frequent hiker, you may find Alex on Camelback or Piestewa Peak Mountain on any given morning.
In 2025 Alex was recognized as part of the Hosler Wealth Management Forbes’ Best-In-State Wealth Management Teams in Arizona.
2025 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit.
Investment advisory services are offered through Mutual Advisors, LLC DBA Hosler Wealth Management, a SEC registered investment adviser. Securities are offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively “Mutual Group”) are affiliated companies. Fixed insurance products and services are not offered through Mutual Group. These services are offered separately as independent insurance agents. Tax preparation and accounting services are offered independently through Hosler Wealth Management Tax Services. Any tax advice provided by tax professionals under Hosler Wealth Management Tax Services is separate and unrelated to any advisory or security services offered through Mutual Group. CFP®, CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
As a CERTIFIED FINANCIAL PLANNER® professional in Phoenix and a Certified Private Wealth Advisor (CPWA®), Alex brings advanced wealth-management credentials to clients in Scottsdale, Paradise Valley, Phoenix, and Tempe. The CPWA® designation highlights his specialized focus on complex strategies like tax planning and multi-generational wealth transfer for high-net-worth families. After graduating from Regis University in Denver, Colorado, with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.

