Brian I. Pultman, CFP®
Founder and CEO
Retirement Plan Consultant
Alexia brings over 20 years of expertise in the retirement plan industry, with an extensive background of supporting employers and participants in achieving their financial goals. As a Retirement Plan Consultant at Correct Capital, Alexia focuses on helping businesses design and manage comprehensive retirement plan solutions tailored to their unique needs.
Alexia brings over 20 years of expertise in the retirement plan industry, with an extensive background of supporting employers and participants in achieving their financial goals. As a Retirement Plan Consultant at Correct Capital, Alexia focuses on helping businesses design and manage comprehensive retirement plan solutions tailored to their unique needs.
Her approach combines strategic consulting with a personal touch, ensuring participants receive the education and tools they need for long-term success. Alexia’s deep knowledge of 401(k) plans, compliance, and fiduciary best practices makes her a trusted partner for employers looking to enhance their retirement offerings.
Outside of work, Alexia stays busy with her two kids, Vivian and RJ, and enjoys playing board games (Ticket to Ride is her favorite), gardening, and tackling home renovation projects.
Contact Alexia at alexia@correctcap.com to learn more about how she can help optimize your retirement plan.
The National Association of Plan Advisors™ Top DC Advisor Teams award recognizes teams of a single physical location having at least $100 million in defined contribution assets under advisement as of December 31, 2023. Established in 2017, the Top DC Advisor Teams nominees had to be individual advisor team/offices with a defined contribution book of business, in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate.
The CPFA® designation noted above was earned October 11,2024. It is up-to-date and active.
Correct Capital is an independent, privately held wealth advisory firm built around our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future. Whether it is saving for retirement, wanting to optimize your current asset portfolio, or implementing a retirement plan for your business and employees, our independent fiduciary advisors are ready to plot a course for you to achieve financial peace of mind. Meet the team that makes it possible: