Alek Sokoloski

Alek Sokoloski, CFP®, serves as an Associate at Ironwood Investment Counsel in Scottsdale, Arizona, where he is responsible for delivering comprehensive financial planning and investment advisory services to individuals, families, and institutional clients. His role involves constructing and managing tailored investment portfolios, collaborating closely with the firm’s senior advisors, and supporting high-touch client service initiatives across a range of wealth management scenarios.

Alek’s expertise spans traditional and alternative asset classes including equities, fixed income, and diversified portfolio strategies, with a client-centric focus on long-term portfolio construction, tax efficiency, and holistic wealth solutions. His prior experience includes roles as a Financial Planning Intern at Rockwood Wealth Management and Zenith Wealth Partners, where he developed analytical and planning skills directly applicable to his current responsibilities.

He holds a degree in Finance with a specialization in Financial Planning from the Fox School of Business at Temple University, and is a Certified Financial Planner™ professional. Alek is recognized for his technical competence, detail-oriented approach to client objectives, and his commitment to advancing the field of investment management and financial planning in the Southwest region.