Alexandra  Rooney,  CFP<sup>&reg;</sup> - Financial Advisor

Alexandra Rooney, CFP®

Private Client Advisor

Main Street Research

587 5th Ave, Fl 9
New York, NY 10017-8745
FINANCIAL ADVISOR'S WEBSITE
(203) 904-9483 CONNECT WITH Alexandra
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General

Alexandra Rooney is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Main Street Research in New York, NY and the surrounding communities.

Financial Advisor Overview

Alexandra brings over a decade of experience working with affluent individuals and multi-generational families. She brings expertise in financial markets and holistic financial planning, including intergenerational wealth and estate planning. Alexandra is a passionate fiduciary working alongside each client to cultivate long-lasting relationships. She serves as Private Client Advisor to a select group of clients.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Cross-border Planning, Estate Planning, Investment Management, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources