Alexis Quaglieri, CFP®*

Director of Financial Planning

Alexis is the Director of Financial Planning for Academy Financial, Inc. and is responsible for the development and maintenance of financial plans on behalf of the Financial Planners associated with the firm. She creates financial plans that provide an in-depth detailed analysis and works on a comprehensive basis to provide cash flow, retirement, investment coordination, survivor needs calculations, and estate planning considerations. She is also responsible for leading the department to help improve financial planning practices, develop work requests, workflows, and department efficiencies. Alexis holds her Series 7 and 66 and is a CFP® professional. Alexis graduated from Stockton University with a Bachelor of Science degree with a concentration in Financial Planning. She currently resides in New Jersey with her husband Joey and enjoys traveling, cooking, and spending time with family.

 

*Alexis Quaglieri maintains her CFP certification and only provides financial planning management services to LFA financial planners and professionals. She is not licensed to provide investment advisory or financial planning services directly to an LFA client.

Phone 732.554.5704
Fax 410.825.0034