"Alex has been our Financial Planner for almost 10 years. From the beginning, working with Alex has been a pleasure. He has always taken the time to understand our lifestyle, interests, goals and risk tolerance. And the strategies we’ve implemented following his advice have reflected that understanding and been financially sound.

In fact, prior to making a substantial financial commitment, we always check with Alex about what it means for our portfolio. That advice has helped us with our finances during major life events, including Covid, both of us retiring, the marriage of one of our sons and the birth of our first granddaughter.

Since we have been working with Alex, we have felt more confident about our financial future, knowing that he has developed and implemented a financial plan for us that is helping ensure a successful retirement."

- Larry & Pat

 "I’ve relied on Alex’s financial guidance for over 13 years and I am very glad I have. Alex’s financial advice has been spot on. He’s helped me through a divorce, a job loss and now retirement and my portfolio is in great shape. I referred a friend’s son, who lives in LA, to Alex and even though they’re cross county from each other he’s as happy with Alex’s forward thinking and advice as I am."

- Terri R.

"Through the ups and downs of the past decade, Alex has been instrumental in securing a solid financial plan for our family. We have relied on him to help us build a strong foundation for our retirement years and transition to the next phase of life. Alex offers personal, timely, and relevant communication. We appreciate his expertise and personalized advice."

 - Jeanette and Neal O.

"I’ve had the pleasure of working with Alex as my financial planner for over 20 years. During that time, he’s been an invaluable partner, helping me navigate many life changes and financial challenges. He takes the time to understand my goals and provides thoughtful advice that aligns with my needs and risk tolerance.

Beyond guiding my portfolio and retirement planning, Alex has also advised family members on specific issues. His calm, knowledgeable approach gives me confidence in my decisions, and I deeply appreciate his professionalism, integrity, and commitment to my long-term financial well-being."

- Dee G.

"Working with Alex over 12 years, through the many changes in my life, including the passing of my parents and a cross-country move, has been a lifesaver.  His smart guidance and ability to fully grasp who I am and what I need have made all the difference.  I count Alex as a key reason that I’ve been able to do it all successfully.”

- Sarah S.

 "I first became acquainted with Capital Square Financial (CSF) and Alex Seleznev several years ago while attending his financial & retirement planning seminars.  His deep financial acumen and market knowledge made it easy for me to understand current market conditions and how they could affect on my overall financial and retirement goals.  After several seminars, I contacted Alex for an initial meeting and we decided to put together an initial outlook plan for three retirement scenarios with near, medium, and long term retirement dates.  When he presented them, I immediately liked what I saw and was able to gain peace of mind that CSF would provide the kind of personal connection and guidance necessary to navigate actual retirement planning and long term financial viability. I am very comfortable working with CSF and specifically Alex and would sincerely recommend them to family and friends! “

- Veronica M.

 "Alex is a true professional who has helped me manage my most important financial tasks and secure my financial future.  After my divorce, I needed an advisor to help me manage a financial transition, understand my financial outlook for retirement, and structure a condo purchase.  Alex is a steady presence, and I have complete confidence in his professional management of my investments. When I have raised questions about the financial implications of choices I am considering, such as purchasing a new home, Alex has provided quick turnaround analysis of alternative scenarios that help me understand my options and make an informed choice. I am so glad I was referred to Alex by a colleague.  He’s a gem.“

- Ellen O.

 "I consider my decision to invest with Alex as one of the best decisions I have ever made! When I first became a client, he had me fill out a survey about my personal goals and risk tolerance, and the investment strategy he developed based on that survey has had excellent results. Not only have my investments grown very satisfactorily, but I have learned so much about the economy and personal finance from his semi-annual investment reviews. After he founded Capital Squared Financial, he and his partner, Asi de Silva, expanded the opportunities for educating their clients on financial management through wonderful periodic emails and webinars. In these uncertain times, I feel much better prepared for the future, thanks to investing with Alex!

On a personal note, Alex is a very supportive person. I contacted him in early 2022, before I was a client and before he had even met me, with a problem about my IRA distribution. I had lost my husband recently and, in my grief, I forgot to arrange for the RMD. I didn’t realize this until January and didn’t know what to do. My neighbor, who was a client of Alex, recommended I call him, and even though he didn’t know me, he called me back immediately and told me just what to do. I learned three things about Alex from this – he’s very knowledgeable, he’s a great communicator, and he’s very generous with his time and expertise. These qualities are all very important to me. So, when I had some CDs maturing a few weeks later, I decided to invest with him, and I’ve been so happy I did!"

- Vickie A.