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Alexandra Demosthenes (CFP®, CPA/PFS)

Alexandra Demosthenes focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Additional Information

Alexandra is the Director of Financial Planning and Senior Wealth Advisor for Investment Advisory Professionals, LLC (IAP).  Her duties include portfolio management, financial planning, and tax planning. 

Alexandra is a Past President and current Board Member of the Atlantic Chapter of the FICPA (Florida Institute of Certified Public Accountants). She has served as a Board Member of FICPA Young CPA Committee, Volunteer Advisor at AICPA Accounting Scholars Leadership Workshop and is a member of the Boca Raton Estate Planning Council, American Institute of Certified Public Accountants, and Florida Institute of Certified Public Accountants. Alexandra also enjoys her time as a member of the Boca Raton Toastmasters.

Alexandra earned her BBA in Accounting Summa Cum Laude, Florida Atlantic University in 2009 and her Masters of Accounting with Scholars Distinction at Florida Atlantic University in 2009. Her hobbies include running, swimming, surfing, and traveling.

NAPFA Start Date

August 21, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

400 S. Dixie Hwy #322 Boca Raton, FL 33432 Phone: (561) 391-4477
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