Alex Freund, CFP, CLU, CPA in

Alex Freund, CFP, CLU, CPA

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Co-founder at Freund & Smith Advisors
📍 Northbrook, Illinois, United States

Alex Freund is the Co-Founder of the award-winning Freund & Smith Advisors, with over 35 years of experience in financial services. Starting his career as a CPA at a "Big 8" firm after graduating from the University of Illinois, he is noted by colleagues for his unparalleled dedication to continuous learning.

Outside of work, Alex is a family man who enjoys exercise, golf, and travel. He splits his time between Illinois and Florida and is an avid fan of the Chicago Cubs and Blackhawks. His community involvement includes serving as an emeritus board member for the Center for Enriched Living and volunteering with Habitat for Humanity.

Interesting fact: His business partner admires his relentless dedication to learning, noting that even after 35 years, he is constantly researching and attending webinars.

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Experience
38 Years
Current Role
Co-founder
Job Level
Leadership
Location
Northbrook, Illinois, United States
Personality Overview

How Alex shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alex cares about

Family Financial Planning
His entire practice is built around providing structured financial solutions and creating security for families and their future generations.
Community Involvement
Serves as an emeritus board member and past president of the Center for Enriched Living and has volunteered with Habitat for Humanity.
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Career

Work history

1-2021
Co-founder
Freund & Smith Advisors
5-1989
Financial Advisor
Northwestern Mutual
5-1987 - 4-1989
CPA
Coopers & Lybrand currently PriceWaterhouse Coopers (PwC)
In the press

Media appearances

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Education
1983 - 1987
B.A.-Accounting
University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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