Aleksander R. Dyo is the Principal and Co-Founder of Profectus Financial and Profectus Wealth Management. He has been in the financial industry for over 14 years. In that time, he has studied and developed many creative strategies and has acquired an invaluable wealth of expertise in planning, finance and insurance.
Aleksander is a frequently requested key speaker at many financial services industry conferences and educational seminars, where he shares with fellow advisers his insights on advanced corporate and personal financial planning strategies. Aleksander is in the top 1% of more than 42,000 insurance and financial services professionals worldwide and is a member of the premier association “MDRT,” Top of the Table Million Dollar Round Table.
His focus and expertise are best aligned with successful business owners. Aleks constantly strives to find more effective tax-reduction solutions, asset protection methods, max funded retirement plan designs, and graceful exit strategies. In addition, he also specializes in financial consulting for high net worth individuals, helping them to better manage their wealth and estate planning.
As a serial entrepreneur and investor in several other ventures, Aleksander brings to his clients real life experience and provides practical rather than theoretical application of strategies.
On top of the titles explained above, Aleksander is also an IAR (Investment Adviser Representative) and a licensed insurance adviser in many states. He has in-depth knowledge of the intricacies of conventional products such as stocks, bonds, ETFs, annuities, life insurance and mutual funds, as well as non-conventional placements such as equity positions real estate, hard-money lending, fractional life settlements and structured cash flows.
With a passionate understanding of the power of teamwork, Aleksander has built a network of professional service providers that specialize in finance, accounting, real estate, law and banking. Between them they have amassed decades of combined experience. With these partnerships, his clients can have access to unbiased recommendations, while Profectus Financial remains a single point of contact to coordinate all the aspects of planning and execution.
During his free time, Aleks devotes himself to mission trips, community service and traveling with his family.