Teri Alexander

Q: What is Teri Alexander email address?

Email Teri Alexander at teri.alexander@alexanderfinancialplanning.com. This email is the most updated Teri Alexander email found in 2026.

Q: How to contact Teri Alexander?

To contact Teri Alexander send an email to teri.alexander@alexanderfinancialplanning.com. If you want to call Teri Alexander try calling on +16145381600 and +16148244865. (updated on November 05, 2024)

Principal at Alexander Financial Planning | Columbus, Ohio, United States

About Teri Alexander

Teri Alexander, Principal at Alexander Financial Planning, has carved a unique niche in the financial advisory landscape, blending her background in Education and Psychology with a robust expertise in wealth management. Her journey into the financial sector began unexpectedly during her time at Bowling Green State University, where a chance elective in Personal Finance sparked a passion that would redefine her career trajectory. Today, as a Fee-Only, Independent Registered Investment Advisor (RIA), Teri is dedicated to providing comprehensive financial planning services that prioritize her clients' unique needs and goals.

At Alexander Financial Planning, Teri leads key projects that focus on asset allocation and portfolio management, ensuring that clients' investments align with their long-term objectives. Her proficiency in financial advisory extends to estate planning and pensions, allowing her to offer holistic solutions that encompass all aspects of her clients' financial lives. Teri's commitment to serving nonprofits further underscores her dedication to making a positive impact, as she helps these organizations navigate complex financial landscapes to achieve their missions.

With a keen understanding of investment management and a client-centric approach, Teri has built a reputation for delivering tailored strategies that empower individuals and organizations alike. Her ability to translate complex financial concepts into actionable insights has made her a trusted partner for clients seeking clarity and confidence in their financial journeys. As she continues to expand her expertise and influence in the industry, Teri remains focused on fostering lasting relationships that drive meaningful financial outcomes.

Teri Alexander Work

Principal at Alexander Financial Planning in September 1997 to Present

Vice President of Financial Planning at Financial Asset Management in January 1995 to January 1997

Adjunct Professor at Capital University in January 1992 to January 1995

Teri Alexander Skills

Nonprofits

Portfolio Management

Investment Advisory

Frequently Asked Questions about Teri Alexander

What is Teri Alexander email address?

Email Teri Alexander at [email protected]. This email is the most updated Teri Alexander email found in 2026.

What is Teri Alexander phone number?

Teri Alexander phone number is +16145381600 and +16148244865.

How to contact Teri Alexander?

To contact Teri Alexander send an email to [email protected]. If you want to call Teri Alexander try calling on +16145381600 and +16148244865. (updated on November 05, 2024)

What company does Teri Alexander work for?

Teri Alexander works for Alexander Financial Planning

What is Teri Alexander's role at Alexander Financial Planning?

Teri Alexander is Principal

What industry does Teri Alexander work in?

Teri Alexander works in the Financial Services industry.