Alexandra is an integral part of our financial planning team. She helps clients build a solid financial foundation during their accumulation, distribution, and wealth transfer phases. She has experience in the insurance and investment industry and has a strong passion for helping clients protect their families and businesses.
Alexandra has a Bachelor of Science in Finance from Pennsylvania State University. Alexandra has also successfully completed both the College for Financial Planning certificate course for financial planners as well as the Certified Financial Planner Board of Standards examination.
Alex is a candidate enrolled in the Investments & Wealth Institute’s Certified Investment Management Analyst® (CIMA®) Certification via the Yale School of Management online learning platform.
Alexandra was born in Venezuela but grew up in Miami where she has strong community ties. Alexandra is fluent in English and Spanish and conversational in French. She loves to travel, dance, and spend time with her family.