Scott Alexander

ABOUT Scott Alexander

Scott is a 20 yr veteran of the financial planning industry.  During his time in the industry he has counseled many families through the college planning conundrum successfully.  Realizing that there is a massive void in this part of the process he decided to redefine college planning in 2023.  It all starts with an open mind and then following a very proven process to ensure that you find the best value and fit for your college bound student. 

Scott is an Ohio native that resides in Galena OH with his wife Heather and two college bound daughters, Gracyn (16) and Addelyn (15).    In his free time he enjoys golf, photography and traveling.  

Scott is involved in many charitable endeavors giving his time as a board member of Folds of Honor Central Ohio as well as Relationships under Construction.  Folds of Honor provides educational scholarships to the children and spouses of our nations fallen and disabled.  In 2023, providing educational support for the families of first responders was also included in the mission.  Relationships Under Construction teaches youth the blueprint for strong future families, guiding them in character development for strong futures for themselves and those around them.  

Designations

ChFC - Chartered Financial Consultant
CLU - Chartered Life Underwriter

Qualifications

Scott is a holistic planner that will consider any and all variables that could derail any well intended plans.  

Scott holds the following designations - CCFS, CLU, ChFC.  

Licensed - Yes

License No - 5323375

License Type - Securities & Insurance

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Cashflow Management
FAFSA Review
Scholarship Search
Essay Writing
ACT/SAT Prep

Meetings Offered

My Office
Workplace
Over Phone
Webmeetings

Availability

Mornings
Afternoons
Evenings
Weekends