Zach Alexander, BFA™ 1
  • Download Bio

Notable

  • Behavioral Financial Advisor™

  • 6 Years of Financial Services Experience

  • 2016 Career Development Committee Member for Financial Planning Association of Georgia

  • Former Board Member of Financial Planning Association of Georgia

  • Member of Financial Planning Association of Georgia

  • Member of the Financial Therapy Association

Contact

  • (678) 797-3705

  • Email Zach

Zach Alexander, BFA™
Financial Planner

Zach Alexander, BFA™, is a Financial Planner for Henssler Financial, supporting Associate Melanie Wells, CFP®. His responsibilities include reviewing client asset allocations, assisting with client cash flow projections, processing client information and client services support duties.

Prior to joining the firm in 2015, Mr. Alexander worked as a Client Service Associate at Asset Advisors Group researching 401(k) compliance and enrolling plan participants. He was also an Advisor Assistant at AXA Advisors, entering and organizing client information, as well as assisting clients with issues, concerns or comments in regards to their current financial needs. He also has experience in tax preparation and refund allocation.

Mr. Alexander earned a Bachelor of Science in Family Financial Planning from the University of Georgia and is planning on sitting for the Certified Financial Planner™ exam in 2019. He earned the Behavioral Financial Advisor™ certification.

Zach Alexander, BFA™ 1

Zach Alexander, BFA™
Financial Planner

  • Download Bio

Zach Alexander, BFA™, is a Financial Planner for Henssler Financial, supporting Associate Melanie Wells, CFP®. His responsibilities include reviewing client asset allocations, assisting with client cash flow projections, processing client information and client services support duties.

Prior to joining the firm in 2015, Mr. Alexander worked as a Client Service Associate at Asset Advisors Group researching 401(k) compliance and enrolling plan participants. He was also an Advisor Assistant at AXA Advisors, entering and organizing client information, as well as assisting clients with issues, concerns or comments in regards to their current financial needs. He also has experience in tax preparation and refund allocation.

Mr. Alexander earned a Bachelor of Science in Family Financial Planning from the University of Georgia and is planning on sitting for the Certified Financial Planner™ exam in 2019. He earned the Behavioral Financial Advisor™ certification.

Notable

  • Behavioral Financial Advisor™

  • 6 Years of Financial Services Experience

  • 2016 Career Development Committee Member for Financial Planning Association of Georgia

  • Former Board Member of Financial Planning Association of Georgia

  • Member of Financial Planning Association of Georgia

  • Member of the Financial Therapy Association

Contact

  • (678) 797-3705

  • Email Zach

Print Friendly, PDF & Email