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Alexandria Halstead, CFP®

Alexandria Halstead, CFP®

Senior Financial Planner, Director of Personnel

With the belief that a sound Financial Plan is imperative to reaching your goals, Alex specializes in holistic financial planning that addresses her clients’ financial, tax, and personal situations.  Alex works primarily with individuals, families, and solo-business owners. 

Through the financial planning process, Alex helps clients identify and prioritize their goals before reviewing options available including a comprehensive analysis of current strategies. She develops alternatives and makes recommendations to feasibly reach those goals while addressing what each alternative means, then assists with implementation of the best course of action.  After, she reviews and updates the plan regularly with the evolution of clients’ lives and goals. 

Alex works to ensure clients are well-informed to their plan through clear two-way communication, education, regular review, and re-assessment as necessary.  She has devoted her career to keeping client relationships trusted and constructive.  

A South Jersey native, Alex graduated from Rowan University with a BS in Entrepreneurship. She continued her education through The American College of Financial Services to complete the Certified Financial Planner® Certificate program before sitting for the CFP® board exam. Alex currently holds her Series 6, Series 7, Series 63, and Series 65 licenses through LPL Financial as well as her Life, Health, Property, Casualty, and Variable Insurance licenses.

Outside of her work, Alex enjoys time with her friends and family, traveling, and boating on the Chesapeake Bay.