Alex P. Call

I’m Alex, and I’m a partner and senior advisor at Peterson Wealth. I’ve been working in personal finance for more than 10 years. When I started college, I studied psychology, finance, and even secondary education before being introduced to financial planning as a possible career. I quickly realized that financial planning was the perfect blend of all three disciplines.

Around the time I switched to financial planning as a major, I was sharing my choice with my 75-year-old grandfather, who owned a local restaurant. He told me in response, “I made a lot of money in my career…it would have been nice to still have some.” My grandfather was still working at 75 because he couldn’t afford to retire. That solidified my decision and underscored the real need for financial planning in people’s lives.

Now, every day, I use what I’ve learned in psychology to understand the emotional side of money, in finance understand the math side of money, and education to explain complex ideas simply – so clients feel confident in their retirement decisions.

My favorite client story

One of my clients did a great job of saving and being frugal…so much so that it’s been hard for them to spend their money, even though they can afford it. They really wanted to have a home near their grandkids. I let them know that they COULD absolutely afford it and should buy the home.

They were comparing two homes, and it was significantly more to get the home on the same street as their son, compared to a home 15 minutes away. I persuaded them to buy the home that was closer to family. Now, every time we meet, they tell me this was the best decision they ever made and are so grateful I pushed them to buy the home on the same street. Now, their grandkids run to their house every day. There’s no better return on investment than that!

I grew up in Orem, Utah, as the second child of eight. Today, I live in Vineyard with my amazing wife, three sons and a daughter. I’m married to the strongest woman in the world – she’s had a lot of health trials the last 10 years including surviving stage three breast cancer (with a 3- and 1-year-old!). After that, we went through multiple failed rounds of IVF before having our two back-to-back “Miracle Babies” naturally.

I enjoy sports (both playing and watching), love the outdoors and running, and participate in endurance races whenever I can. I had the great privilege of serving an LDS mission in Manchester, England. My wife and I are self-proclaimed foodies and love trying new restaurants.