As the director of financial planning and senior wealth advisor, I work with my clients to help them live their best financial life. Over my years of experience in tax, financial planning, and investment management, I’ve developed a passion for helping people achieve their financial goals, ...more

As the director of financial planning and senior wealth advisor, I work with my clients to help them live their best financial life. Over my years of experience in tax, financial planning, and investment management, I’ve developed a passion for helping people achieve their financial goals, whether it's saving for retirement, managing their investments, planning for their career, stashing away for their kid’s (or grandkid's) education, or having a clearer picture of how to integrate their business and personal finances. Through education, partnership, coaching and my extensive knowledge of tax laws and personal finance, I provide an excellent standard of client service. Above all, I believe in building strong long-term relationships. I care about my clients, and I get genuinely excited to walk into work every day knowing I am helping them helping them reach financial success. By understanding each of my clients’ needs on a deep level, including specific financial goals, timelines and life plans, I can advise them on the financial planning that is right for them. When I’m not helping people with their financial well-being, I enjoy connecting with my community through volunteer involvement. I’m currently a board member of the FICPA Atlantic Chapter most recently serving as the Chair Elect, and in the past, I’ve worked with the FICPA Young CPA Committee, Girls On the Run and the American Cancer Society. To learn more about how I can help you achieve peace of mind around your financial life, please feel free to reach out by messaging me directly or using any of the below methods: Book a Call: https://calendly.com/alexandra-cpa Phone: (561) 391-4477 Email: Alexandra@iapllc.comless