CFP®, MSFP, CeFT®
Alexander Financial Planning, Inc.
Fee-Only financial planner located in Grandview Heights, OH, serving clients locally and across the country
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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.
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.
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
1621 W 1st Ave
Grandview Heights, OH 43212