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Jonathan Alexander
CFP®, CLTC

40 Monument Road
Bala Cynwyd, PA 19004
Phone:
  • 610-660-4607
As a CERTIFIED FINANCIAL PLANNER™ professional I take great pride in working with my clie... Read More

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Helping people with straightforward, easily understandable financial advice

As a CERTIFIED FINANCIAL PLANNER™ professional I take great pride in working with my clients to create a comprehensive holistic plan that helps them reach their goals.  We will speak about what you want to accomplish with your life and create the plan for you to get there.  I focus on helping clients identify the pitfalls and navigate through life's expected and unexpected changes.  

My particular expertise revolves around the following:

  • Long Term Care Planning - What is your plan if you have a significant change in health that not only impacts you but impacts everyone else around you? Is your plan the most efficient way to handle that circumstance?
  • Young Families and Rising Young Professionals - Did you just have a baby?  Just get married?  Recently get a big promotion?  Developing or updating your financial plan is critical at junctures such as these in your life.
  • Risk Management - When is the last time you reviewed your life insurance or disability coverage?  Have your needs changed since you originally implemented your plan?  
  • Retirement Income Planning - You worked hard to build your nest egg!  What is the most efficient way to use it?  We will work together to maximize your money's output.

I am a CERTIFIED FINANCIAL PLANNER™ professional and I hold my Certification in Long Term Care.  Additionally, I hold my Series 6, 7, 63 and 65 FINRA securities registrations as well as Life and Health insurance licenses.  

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck