Thresa Alexander

CFP®, MSFP, CeFT®

Alexander Financial Planning, Inc.

President

Thresa Alexander

CFP®, MSFP, CeFT®

Alexander Financial Planning, Inc.

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Thresa Alexander, CFP®, MSFP, CeFT®

(614) 538-1600

Fee-Only financial planner located in Grandview Heights, OH, serving clients locally and across the country

Thresa Alexander is a Grandview Heights, OH fee-only financial planner. Alexander Financial Planning, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Thresa Alexander is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Teri established Alexander Financial Planning, Inc. in 1997 after gaining extensive investment and planning experience at Merrill Lynch, R. Meeder & Associates, and a small financial planning firm in Columbus. With more than 30 years of experience, she has built an organization from the ground up focused on meeting the personal financial needs of individuals and families. Alexander Financial Planning is one of a handful of female owned planning firms in the Columbus area that has been in existence for over 18 years. Teri understands the collaborative relationship required to help clients make important financial decisions and realize their dreams.

Thresa 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, and we want to help enrich your 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 Thresa Alexander

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Office Locations:

  • 1621 W 1st Ave
    Grandview Heights, OH 43212

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