Meet Alex
I support OCCU’s financial advisors by helping to create a seamless and positive experience for clients. My passion for wealth management and financial planning continues to grow as I gain knowledge and experience in the industry. I earned my Associate of Applied Science in business management from Lane Community College and am currently pursuing a Bachelor of Applied Science in finance with an emphasis in financial planning at Grand Canyon University.
My goal is to support both advisors and clients by providing exceptional service and creating a positive experience with every interaction. Financial planning is deeply personal, and I strive every day to help clients feel supported, informed and valued throughout their financial journey.
Outside of work, I enjoy spending time with my partner, our two children and our energetic boxer. I grew up in Washington and moved in 2017 to Eugene, where I’ve loved building a life and community in Oregon. I also enjoy reading, cooking and spending quality time with friends and family.
Alex Tostenson is a non-registered assistant to financial professionals offering Investment Advisory Services through PFG Advisors, LLC, an SEC registered investment adviser, and Securities through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers.
OCCU Wealth Management, Oregon Community Credit Union, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.