Alexandra Payne, CFP®
Financial Planner
Alexandra serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than seven years of experience in the financial services industry, Alexandra offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she served as a financial planner at a fiduciary wealth management firm, where she was involved in tax preparation and planning, financial plan creation and execution, and investment management.
Alexandra received her Bachelor of Science degree in finance, with a focus on behavioral finance, from the College of Charleston. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Alexandra and her husband, Dan, enjoy traveling, cooking and spending time with their rescue dog, Pablo.
Articles by Alexandra Payne, CFP®
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