Alexandria is a Partner and second-generation advisor at Affinia Financial Group. Most families that she works with have loved ones with special needs. Being the sister and future guardian of her brother, James, who has Down Syndrome she has a deep understanding of all the roles and responsibilities that may need to be filled one day. Whether their lives and goals are clear-cut or more complicated, she applies her skills as a CERTIFIED FINANCIAL PLANNER™ Professional to create a financial plan and her positive energy to help drive the plan into action. Alex is passionate about her clients’ success, and it is her goal to be by their side throughout all the planning stages of their financial lives.
Completed the Harvard Business School Authentic Leader Development Program She is active in many civic and professional organizations including the Massachusetts Guardianship Association, Boston Estate Planning Council, State Advisory Council-Department Developmental Services.