Alexandra Bean, CFP^®

Wealth Advisor

PUREfi Wealth

CT and MA Based
Darien, CT 06820-4307

FINANCIAL ADVISOR'S WEBSITE

https://purefiwealth.com/

(617) 276-7056 CONNECT WITH Alexandra

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

PUREfi Wealth

General

Alexandra Bean is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at PUREfi Wealth in Darien, CT and the surrounding communities.

Financial Advisor Overview

I help individuals and families navigate complex financial planning challenges and major life transitions—whether it’s marriage, a career change, or multigenerational planning. I’m especially passionate about building strong, long-lasting relationships and guiding clients to take meaningful action on what matters most to them. My approach is highly personalized and relationship-driven. I work closely with each client to ensure they feel confident, supported, and in control at every stage of their financial journey.

Financial Advisor Experience

I earned my B.A. from Wesleyan University, where I played Varsity Ice Hockey and Field Hockey, and later completed my MBA in Business Analytics at the University of Connecticut. As a CERTIFIED FINANCIAL PLANNER® (CFP®), I am very passionate about providing holistic, personalized advice that creates positive financial outcomes for clients. With over six years of experience in Financial Planning and Wealth Management, I’ve developed a well-refined process to identify both the immediate and long-term needs of my clients and offer tailored solutions that align with their unique goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Other - MBA

FINRA BrokerCheck

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Getting Married, Identity Theft, Mutual Funds, Real Estate, Job Loss, Insurance, Minority Financing, Startup, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances