Alex Aceves Madriz

I was born and raised in the San Francisco Bay Area, and as a first-generation college student, I began at SFSU pursuing a bachelor’s degree in Cell and Molecular Biology with plans to enter the hematology (the study of blood) field. Buying my first car made me realize how little I knew about personal finance, and that moment sparked a genuine interest in understanding money for myself and for the people I care about.

As that interest grew, I changed my major to Business Finance and became the president of the campus finance club, FAME (Financial Analysis & Management Education), where I led several personal finance events and the club’s flagship annual investment conference.

Before joining Harris Private Wealth, I supported a few RIAs in client service roles. Those experiences confirmed how much I enjoy the behind the scenes work that keeps things running smoothly. I am currently pursuing the FPQP® credential and a Master’s in Personal Financial Planning with a concentration in Client Psychology and Communication at the College for Financial Planning, while also working toward my CFP® and AFC® designations.

I joined Harris Private Wealth to belong to a team that values education, compassion, and thoughtful service. My goal is to help clients feel supported and confident every step of the way!

Outside of work, I enjoy collecting LEGO sets (especially pirates, art, and Star Wars), reading, fitness, listening to podcasts, and watching The Office and Star Wars.