Alex Madlener MD, CFP®

Founder, Managing Principal

AREAS OF EXPERTISE

Wealth Advising
Behavioral Medicine

EDUCATION

Doctor of Medicine from Yale University School of Medicine

Master’s degree in Taxation from Golden Gate University

Bachelor’s degree (magna cum laude) from Wesleyan University

CERTIFIED FINANCIAL PLANNER™

Alex Madlener is Founder and Managing Principal of OpenCircle Wealth Partners. His career spans more than 35 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. 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.

Alex lives in Wallingford, CT with his wife Allie. He enjoys outdoor activities with his grown daughter and son and is an avid golfer. His mother, sisters, and other extended family members frequently turn to him for his financial wisdom, which he is happy to provide.

Dr. Madlener speaks to interested groups on a variety of topics in the specialized field of money behavior.