Growing up surrounded by her father’s passion and love for CFS Investment Advisory Services, Alexandra always knew she wanted to join the CFS team. After graduating Marist College with a Business Administration degree with a concentration in Finance, her goal came to fruition in April 2015 when she started working full-time at CFS. Since then she has also earned her Master’s Degree in Personal Financial Planning from the College for Financial Planning.
Alexandra currently works as a Financial Advisor where she helps her clients set and achieve financial goals. She holds her securities and insurance licenses. She is a Certified Financial Planner™ (CFP®) as well as a Master Planner Advanced Studies (MPAS®).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.