Jonathan Alexander CFP, CLTC

Tel: 610-660-4607
1 Belmont Avenue
Suite 1000
Bala Cynwyd, Pennsylvania  19004

About Jonathan Alexander CFP, CLTC

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, Young Families and Rising Young Professionals, Risk Management, and Retirement Income Planning.

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