Alexandra Payne, Cfp®
About Alexandra Payne, Cfp®
Alexandra Payne, CFP®, is a financial planner and manager with extensive experience in the financial services industry. She currently holds positions at Creative Planning and SBSB Financial Advisors, and has a background that includes roles at Centurion Wealth Management and RBC Wealth Management.
Current Role at Creative Planning
Alexandra Payne currently serves as a Manager and Financial Planner at Creative Planning. She has held this position since 2021, contributing her expertise in financial planning and client management. In this role, she focuses on developing comprehensive financial strategies for clients, ensuring their financial goals are met through tailored advice and planning.
Current Position at SBSB Financial Advisors
In addition to her role at Creative Planning, Alexandra Payne is also a Manager and Client Advisor at SBSB Financial Advisors. She has been with the firm since 2021, where she applies her financial planning skills to assist clients in navigating their financial journeys. Her responsibilities include advising clients on investment strategies and financial management.
Previous Experience at SBSB Financial Advisors
Before her current role at SBSB Financial Advisors, Alexandra worked as a Senior Associate Financial Planner from 2019 to 2021. During this time, she gained valuable experience in financial planning, working closely with clients to develop and implement financial strategies that align with their objectives.
Educational Background in Finance
Alexandra Payne earned a Bachelor of Science in Finance from the College of Charleston, completing her studies from 2013 to 2017. She also pursued further education at Boston University, where she is currently enrolled in the Financial Planning Certificate Program, which she began in 2018.
Early Career Experience
Alexandra began her career in finance at RBC Wealth Management Financial Services Inc. as a Summer Associate in 2017. She later joined Centurion Wealth Management LLC, where she worked as a Registered Client Service Associate for eight months in 2017 and as a Financial Planning Associate from 2018 to 2019. This early experience laid the foundation for her subsequent roles in financial planning.