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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.