ALEXANDRA DEMOSTHENES, CPA/PFS, CFP

Alexandra is the Director of Financial Planning and Sr. Wealth Advisor for Investment Advisory Professionals, LLC (IAP).  Her duties include operations, client service, portfolio management, portfolio research and marketing. Alexandra is in charge of the firm's Next Generation Initiative, delivering top level wealth management to the next generation of investors.

 

Areas of Experience

 

  • Investment advisory services

  • Income Tax Planning and compliance

  • Estate Tax Planning and compliance

  • Family Office operations

 

Professional and Community Involvement

 

  • Board Member, FICPA Young CPA Committee

  • Secretary, Atlantic Chapter FICPA

  • Volunteer Advisor, AICPA Accounting Scholars Leadership Workshop

  • Member, American Institute of Certified Public Accountants

  • Member, Florida Institute of Certified Public Accountants

 

Education

 

  • BBA Accounting Summa Cum Laude, Florida Atlantic University, 2009

  • Master of Accounting with Scholars Distinction, Florida Atlantic University, 2009

 

Personal

 

  • Hobbies-running, swimming, surfing, traveling

 

For more information regarding our professional designations click here.

 

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Copyright 2019

Investment Advisory Professionals, LLC

 

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400 S Dixie Hwy Suite 322

Boca Raton, FL 33432

Call

T: 561-391-4477

F: 561-391-8232 

Boca Raton Financial Planner