Alexandra Chen brings over 15 years of experience in comprehensive financial planning, specializing in retirement strategies, investment management, and wealth preservation for families and professionals.
Her client-first philosophy emphasizes education, transparency, and long-term relationships built on trust. Alexandra is a Certified Financial Planner (CFP®) and holds an MBA in Finance from Northwestern University.
Beyond numbers, she believes in understanding each client's unique story, values, and goals—creating financial plans that align with how they want to live, not just what they want to earn.