Teri R. Alexander
CFP®, MSFP, CeFT®, AIF®
Alexander Financial Planning, Inc.
President/Owner
Teri R. Alexander
CFP®, MSFP, CeFT®, AIF®
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®, AIF®
Living your version of your Best Life
Alexander Financial Planning, Inc. is an Independent, Fee-Only Financial Life Planning & Wealth Management Investment Advisory Firm. We offer 25+ years of experience to help enrich our clients’ life stories through strategic financial partnerships and education.
Teri R. Alexander is Principal at Alexander Financial Planning located in Grandview Heights, OH.
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 and, 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 for personal finance that led me to this vocation.
I have been a resident of Grandview Heights. since 1980. I enjoy spending time with my best friend, Gene, my 3 children, and my 4 grandchildren. My passions are running, hiking, traveling, cooking, and music. I am active in my community and involved 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.
Established in 1997, Alexander Financial Planning is one of the few female owned Registered Investment Advisory firms in Ohio. We are an independent, fee-only financial planning organization whose mission is to provide personal, caring, and knowledgeable advice. Our primary commitment is to your long-term financial success.
Understanding the technical side of financial planning is key, however, we also know that the personal side of money is just as important. We have incorporated this aspect of financial planning into our practice as we are certain our clients will eventually go through some transition in life that will give them pause. We have developed the tools to help our clients through these life changing events.
Providing peace of mind and eliminating stress for our clients is one of our greatest rewards. Simplifying your financial life through setting priorities, quantifying goals, educating, and weighing pros & cons, we help you arrive at prudent financial decisions.
We have found our clients value a long-term trustworthy relationship in helping them navigate personal financial decisions. We're proud of the enduring relationships that we have built over the years, many of them spanning several generations. We look forward to welcoming you to the Alexander Financial Planning family. We work with you. We work for you.
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
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Thresa Alexander is a NAPFA-Registered Financial AdvisorThe 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.
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Thresa Alexander is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Teri R. Alexander is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Teri R. Alexander
Office Locations:
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1621 W 1st Ave
Grandview Heights, OH 43212
