Client Success Manager
Alexandria brings a decade of industry experience to the team. She started her career in sales and customer service experience with Wells Fargo bank. After being introduced to the financial planning profession by being a member of the Financial Planning Association, she has worked with planners in the Broker Dealer industry and worked with planners in the RIA space. Alexandria has a lot of unique experience working with different firms and working with diverse families during her journey in the profession. Alexandria enjoys helping young financial planners navigate their first decade in the profession and she does that by volunteering as the FPA NexGen President. Alexandria is also very interested in media and you can catch her hosting a podcast monthly on the podcast “You’re A Financial Planner, Now What?”. Outside of work, Alexandria loves visiting unique coffee shops with her husband, working out at Orangetheory, spending time with family, and playing board games. Most of all she loves baking during the holidays. Christmas is her favorite time of year!
Education: Sacramento State University (BA)
"When you want to succeed as bad as you want to breathe, then you’ll be successful." - Eric Thomas
Get to know Alexandria
My husband, Aaron Davis, and I got married July 28, 2018. Its was the hottest day in Sacramento, 100 degrees 🙂
I love working out at OrangeTheory. I have almost hit the 200 workout marker. With traveling I have been to over 20 Orangetheory gyms across the nation.
I am a huge conference attendee. I have been to over 15 conferences since I been in the profession. This picture was taken at the 2019 FPA NexGen Gathering.
Throwback picture of my mom, sister and I. Christmas has always been my favorite time of year. Family means everything to me.
If you could be an animal, which would you be?
An elephant. They are the wisest and most majestic creatures.
What's the last book you read?
The Lean StartUp by Eric Ries. I joined a book club that is trying to read 1 book a week for all of 2020. Wish me luck!
If you were a crayon, what color would you be?
What's the best meal you've ever had?