Presenter details
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James Alexander CFP®
Partner
James has been in the financial services industry since 2009 working at Scottrade and TD Ameritrade in various financial roles. In 2019, he joined Edge to pursue his passion for helping individuals and business owners meet their financial goals. As a financial advisor and CERTIFIED FINANCIAL PLANNER™ his focus areas include:
- Complex financial and retirement planning strategies
- Tax minimization & efficiency
- Customized investment management solutions
James specializes in working with small business owners and individuals to craft tailored plans that align with their unique situations and objectives. When he's not in the office, James enjoys spending time with his wife Rachel and their son Theo in their hometown of Naperville, Illinois.
About Edge Financial Advisors
Edge Financial Advisors is a Registered Investment Advisor with the mission of helping our clients design the life they want by protecting and growing their financial resources.
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