Alex Caswell

CFA® CFP® EA

With over 12 years of experience, Alex brings deep expertise in equity compensation, tax-efficient investing, and customized wealth management strategies. He holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Enrolled Agent (EA) designations, reflecting his comprehensive knowledge across investments, financial planning, and taxation.

Alex previously served as a professor at UC Berkeley, educating and mentoring the next generation of Certified Financial Planner™ professionals. He was also a board member for Junior Achievement, a nonprofit dedicated to teaching financial literacy, inspiring entrepreneurship, and empowering young women to pursue careers in STEM-related fields

Fee-only. Fiduciary. Focused on your future.

Wealth Script Advisors provides personalized financial planning and investment management for Silicon Valley employees and founders. We specialize in equity compensation strategies, including RSUs, stock options, and IPO planning. Whether at a high-growth startup or a public tech company, we help you turn complex compensation into a clear, customized wealth strategy. Based in the heart of the tech world, we understand your fast-paced career—and build financial plans that move with it.

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