Alex | Chartered Analyst | WebsterRogers Financial Advisors

Alex Rasmussen CFA®

Alex Rasmussen, CFA® is an Investment Consultant for WebsterRogers Financial Advisors, LLC. Alex has spent 20 years building his career in the financial industry. He joined WRFA, where he specializes in portfolio management, in 2016.


  • Graduated magna cum laude from the University of Wisconsin - Oshkosh with a B.B.A. in Accounting and Finance

Professional Affiliations:

  • Member of the CFA Institute
  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Alumnus of the Betta Gamma Sigma Honors Society

Community Involvement:

  • Volunteer for Artfields

Beneath the Surface:

“Before beginning my career, I served in the United States Marine Corps from 1989 to 1993 and was deployed in the Persian Gulf War in 1991. I firmly believe that my accounting experience and background that I gained early on in my career has given me the foundation to make the transition to investment analysis and portfolio management.”

Contact Alex:

Call 843.656.1118 or email