Thresa Alexander (CFP®, MSFP)

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

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Teri has found that clients value a long-term trustworthy relationship in helping them navigate personal finanial decisions. She received her Master's specifically in the area of financial planning.


Her firm focuses on retirement planning (incorporating pension options related to OPERS/STRS, private plans and social security), cash flow management, insurance needs analysis, taxes, estate planning and investment management.     

NAPFA Start Date

March 17, 2010


This Office

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