Thresa Alexander (CFP®, MSFP)
Thresa Alexander focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Established in 1997, Alexander Financial Planning is one of the few female owned Registered Investment Advisory firms in Ohio. We are an independent, fee-only financial planning organization whose mission is to provide personal, caring, and knowledgeable advice. Our primary commitment is to your long-term financial success.
Understanding the technical side of financial planning is key, however, we also know that the personal side of money is just as important. We have incorporated this aspect of financial planning into our practice as we are certain our clients will eventually go through some transition in life that will give them pause. We have developed the tools to help our clients through these life changing events.
Providing peace of mind and eliminating stress for our clients is one of our greatest rewards. Simplifying your financial life through setting priorities, quantifying goals, educating, and weighing pros & cons, we help you arrive at prudent financial decisions.
We have found our clients value a long-term trustworthy relationship in helping them navigate personal financial decisions. We're proud of the enduring relationships that we have built over the years, many of them spanning several generations. We look forward to welcoming you to the Alexander Financial Planning family. We work with you. We work for you.
Additional Information
I took an unexpected turn while I was pursuing a degree in Education and Psychology at Bowling Green State University. Prior to leaving for London, England, where I did my student teaching, I had to complete an elective. The only course available was Personal Finance and, to my amazement, I found it fascinating. After teaching a few years, I started working toward my calling. First at Merrill Lynch, next at a small money management firm in Dublin, and then at a financial planning firm in Upper Arlington. In my quest to be a financial planner, no one seemed to be providing this service in the manner in which I felt it should be done. I wanted to help people who had a vested interest in achieving their dreams and to conduct this in a personable and relaxed environment. So as one of the few women in this profession at that time, I founded Alexander Financial Planning. It was my background in education and psychology, combined with my passion for personal finance that led me to this vocation.
I have been a resident of Grandview Heights. since 1980. I enjoy spending time with my best friend, Gene, my 3 children, and my 4 grandchildren. My passions are running, hiking, traveling, cooking, and music. I am active in my community and involved in several non-profit organizations.
NAPFA Start Date
March 17, 2010
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