Roxanne Alexander, CFP®, CAIA, AIF®, ADPA®

Roxanne Alexander, CFP®, CAIA, AIF®, ADPA®

Senior Financial Adviser, Evensky & Katz/Foldes Financial Wealth Management

Roxanne Alexander is a senior financial adviser with Evensky & Katz/Foldes Financial handling client analysis on investments, insurance, annuities, college planning and developing investment policies. Prior to this, she was a senior vice president at Evensky & Katz working with both individual and institutional clients. She also monitored financial plans and investment policies for individuals, trusts, pensions and institutions.

After receiving a bachelor’s in accounting and business management from the University of the West Indies, she received an MBA at the University of Miami in finance and investments.

Ms. Alexander is also a Chartered Alternative Investment Analyst (CAIA) and a CFP® — Certified Financial Planner Licensee. She is a Member of the Financial Planning Association (FPA) and a past member of the CFA Institute. In addition, she completed the Accredited Investment Fiduciary® professional designation and is an Accredited Domestic Partnership Advisor.

Phone: 305.448.8882 x236 | Email: RAlexander@Evensky.com | Website: https://evensky.com/ | LinkedIn:  www.linkedin.com/in/roxannealexanderCFP

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IRAs

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insurance

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personal finance

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estate planning

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college

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cars

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Divorce

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personal finance

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Long-Term Care Insurance

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insurance

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