Thresa Alexander (CFP®, MSFP)

Thresa Alexander focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

We have found our clients value a long-term trustworthy relationship in helping them navigate personal finanial decisions. Understanding the technical side of financial planner is key. However, we also know that the personal side of money is just as important. Through training we have incorporated this side of financial planning into our practice as we are 100% certain our clients will 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.

Our firm's focus is retirement planning. We help our clients get ready for this time in their life and guide them through their retirement years. Our clients have been business owners, employees of companies, employees under Ohio's public retirement  systems (OPERS, STRS, etc,), and those going through life transitions.      

Additional Information

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. 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 in personal finance that has led me to this vocation. 

I have been a resident of Grandview Hts. since 1980. I enjoy spending time with my best friend, Gene, my 3 children and 3 grandchildren who live in Columbus. My passions are running, hiking, traveling, cooking, and music. I am active in my community and in several non-profit organizations.I have been a resident of Grandview Hts. since 1980. I enjoy spending time with my best friend, Gene, my 3 children and 3 grandchildren who live in Columbus. My passions are running, hiking, traveling, cooking, and music. I am active in my community and in several non-profit organizations.

NAPFA Start Date

March 17, 2010

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This Office

1621 W 1st Ave Grandview Heights, OH 43212-3349 Phone: (614) 538-1600 Fax: (614) 824-4865