Alexis Woodward (CFP®)
Alexis Woodward focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
NAPFA Start Date
January 12, 2022