Alex Richani
Financial Planner for Triangle Area Professional Women & Their Families | Woodward Financial Advisors
- Role
- Wealth Advisor at Woodward Financial Advisors, Inc
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Alex Richani
I currently partner with clients at Woodward Financial Advisors. We are an independent, fee-only, financial planning and investment management firm focused on helping our clients achieve financial peace of mind.I’m privileged with the opportunity to help individuals and families navigate the world with confidence. Having amassed over a decade of experience as a financial advisor, I’ve learned that understanding each person’s unique story is key to developing a plan that resonates with them. Every financial journey is different, and my role is to empower my clients with the knowledge and coaching they need to make informed decisions that align with their goals and values.I was born in Virginia, but my roots are in Durham, NC where I grew up and currently live.
Experience
Wealth Advisor
Woodward Financial Advisors, Inc
Jul 2021 — Present · Chapel Hill, NC, US
Education
East Carolina University
Bachelor of Science (BS), Finance
2009 — 2013
Skills
- Research
- Salesforce.com
- Microsoft Office
- Sales
- Retirement Planning
- Troubleshooting
- Adaptability
- Powerpoint
- Microsoft Excel
- Technical Support
- Data Entry
- Stategic Financial Planning
- Investment Strategies
- Investments
- Training
- Customer Satisfaction
- Sharepoint
- Asset Allocation
- Teamwork
- Data Analysis
- Finance
- Financial Guidance
- Leadership
- Critical Thinking
- Customer Service
- Time Management
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