MD, MS in taxation, CFP®
Dr. Alex Madlener is Founder and Managing Principal of Open Circle™. His career spans more than 32 years in two fields: wealth advising and behavioral medicine.
Early in his career, Alex worked with Paine Webber and Charles Schwab. He was later recruited by CIGNA Individual Financial Services as a financial advisor, focusing on estate, investment, tax, and retirement planning.
Seeking to enrich his lifelong interest in helping people, Alex entered the Yale University School of Medicine. Upon completing his residency in psychiatry, Alex worked in hospital-based consultation as well as in private practice. Throughout this period he continued to consult with friends and fellow physicians on financial issues.
As head of Open Circle, Alex brings his rare combination of experience to family wealth planning through a consultative process designed for doctors and other professionals. He provides families with comprehensive wealth counseling and management services.
Alex earned a Doctor of Medicine from Yale University School of Medicine, a Master's degree in Taxation from Golden Gate University and a Bachelor’s degree (magna cum laude) from Wesleyan University. Alex holds a CERTIFIED FINANCIAL PLANNER™ certification.
Dr. Madlener speaks to interested groups on a variety of topics in the specialized field of money behavior. Visit moneybehaviorist.com to learn more.