Alexander TecleMBA, MS Taxation
President & Founder
President & Founder of My Pension Tree — cash balance and defined benefit pension strategy for high-income business owners.
Next step
Explore your questions about cash balance pension plans
Use a hypothetical illustration to frame your age-and-compensation questions, then bring the assumptions to a conversation with Alexander.
About Alexander
Alexander Tecle is the President and Founder of My Pension Tree, LLC, where he helps self-employed professionals and small-business owners design and administer 401(k) and cash balance pension plans that maximize tax-advantaged retirement savings.
A registered investment adviser representative (FINRA CRD# 5270904) since 2008, Alexander began his career with roughly a decade at Fidelity Investments before moving into independent wealth advisory. He holds the Series 7, 9, 10, 63, and 65 securities licenses and maintains a clean regulatory record with no reported disclosures.
He earned a double Bachelor of Science in Finance and Accounting from Florida State University, an MBA from Florida International University, and a Master of Science in Taxation from Florida Atlantic University. Outside of his practice, Alexander serves on the board of the Nu-Deco Ensemble and is Treasurer of the Bahamas Marine EcoCentre.
Education
- B.S. Finance & AccountingFlorida State University · 2006
- MBAFlorida International University · 2013
- M.S. TaxationFlorida Atlantic University · 2016
Licenses & Credentials
Securities: SIE, Series 7, Series 9, Series 10, Series 63, Series 65
Areas of Focus
- Cash Balance Pension Plans
- Defined Benefit Plans
- Solo 401(k) Plans
- IRC 412(e)(3) Pension Rescue
- Retirement tax planning for business owners
Board & Community Service
- Nu-Deco EnsembleBoard Member
- Bahamas Marine EcoCentreTreasurer
Next step
Talk through the details with Alexander
Questions about staff, plan rules, or tax timing are easier to assess with your own facts in hand. Start with the topic that needs context.
Frequently asked questions
What does My Pension Tree help business owners do?+
We design and administer 401(k) and cash balance / defined benefit pension plans that let self-employed professionals and small-business owners make large, tax-deductible retirement contributions — often well beyond standard 401(k) limits.
Is a cash balance plan right for me?+
Cash balance plans tend to fit consistently profitable owners (often $200k+ in income) who want to contribute more than a 401(k) allows and reduce current taxes. The right fit depends on your age, income stability, and staffing.
How can I verify Alexander Tecle's credentials?+
Alexander is a registered investment adviser representative. You can review his record (FINRA CRD# 5270904) on SEC IAPD at adviserinfo.sec.gov or on FINRA BrokerCheck.
Next step
Choose your next conversation with Alexander
Bring your goals and current plan questions to the team. We can explain which assumptions need to be confirmed before a design is considered.