Alex M. Petrovic III CFP®
Alex Petrovic III is the president and owner of Petrovic Financial Services, a fee only ﬁnancial planning and investment management ﬁrm. He is a Certiﬁed Financial Planner™ professional with nearly 20 years of experience and is a third generation ﬁnancial advisor. Within the past 10 years he was chosen to be successor for two long-time advisors and formed his own ﬁrm.
Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in ﬁnance and a minor in economics.
Through the guidance of his father and grandfather, Alex learned the importance of the ﬁduciary standard in dealing with every aspect of each client’s ﬁnancial life. His business philosophy centers on his duty to provide complete transparency, honesty, and respect.
Prior to his ﬁnancial planning career, Alex worked for The Boeing Company in Seattle as a lead ﬁnancial analyst and as a U.S. Peace Corps volunteer in Ukraine. In 2005, he returned home to Kansas City and joined his father’s ﬁnancial services ﬁrm. They worked together for 12 years delivering ﬁnancial planning and investment management services to their clients.
Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certiﬁed Financial Planners™. He is also a member of the National Association of Personal Financial Advisors (NAPFA). He was a Rotarian for almost 10 years and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. He and his wife, Dasha, have a playful, happy toddler named Alex IV and an inquisitive and happy 7-year old named Benjamin.