Teri R. Alexander

CFP®, MSFP, CeFT®

Alexander Financial Planning, Inc.

President/Owner

Teri R. Alexander

CFP®, MSFP, CeFT®

Alexander Financial Planning, Inc.

President/Owner

"Listening to your story and helping to plan for the life you want makes my vocation energizing and rewarding." - Teri R. Alexander, CFP®, MSFP, CeFT®

(614) 538-1600 ext. 3

Living your Version of your Best Life

Alexander Financial Planning, Inc. is an Independent Fee-Only Financial Life Planning & Wealth Management Investment Advisory Firm, offering 20+ years of experience to help enrich our client's life stories through strategic financial partnership and education.

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. 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 in personal finance that has led me to this vocation. 

 

I have been a resident of Grandview Hts. since 1980. I enjoy spending time with my best friend, Gene, my 3 children and 3 grandchildren who live in Columbus. My passions are running, hiking, traveling, cooking, and music. I am active in my community and in several non-profit organizations.

Teri R. Alexander is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Over the years we have had some incredible people walk through the doors of Alexander Financial Planning we are proud to call clients. So we need to be incredible at what we do. Collectively, we are a group of individuals who have had many of the same life experiences as our clients. We are here to help you navigate through the difficult times and to celebrate the milestone moments.

Every life story is different and we are a passionate bunch at Alexander Financial Planning.   Let us help enrich your life story.  

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Thresa Alexander is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Thresa Alexander is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Financial Transitionist® (CeFT®)
    Thresa Alexander is a Certified Financial Transitionist® (CeFT™)

    A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.

Contact Teri R. Alexander

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Office Locations:

  • 1621 W 1st Ave
    Grandview Heights, OH 43212

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