Certifications: CAIA, CFP®, AIF®, ADPA®
Roxanne Alexander is a Wealth Manager & Principal at Evensky & Katz / Foldes Wealth Management, bringing over 20 years of experience in helping individuals, families, and institutions navigate complex financial landscapes. With a focus on comprehensive, client-centered financial planning, Roxanne specializes in addressing the unique challenges of life transitions, including divorce, retirement, and wealth management across generations. She takes a holistic approach, blending her financial expertise with a compassionate understanding of her clients’ needs, ensuring they can confidently move forward with a clear, tailored strategy that protects their financial future. As a member of the firm’s Investment Committee, Roxanne also plays a critical role in shaping the firm’s investment strategies, always prioritizing the long-term success and well-being of her clients.
Roxanne’s qualifications include an MBA in Finance and Investments from the University of Miami, along with industry certifications such as Certified Financial Planner™ (CFP®), Chartered Alternative Investment Analyst (CAIA), Accredited Investment Fiduciary® (AIF®), and Accredited Domestic Partnership Advisor. Her prior experience as a partner in a commercial real estate business in Jamaica, where she helped U.S. companies set up operations on the island, provides her with a unique perspective on wealth management and enhances her ability to serve clients with diverse financial needs. Whether managing complex asset divisions or providing post-transition financial planning, Roxanne’s expertise allows her to navigate the intricacies of her clients’ financial situations with both professionalism and care.
Roxanne is also a sought-after voice in the financial community, contributing to national publications like Financial Planning, Investment News, and Kiplinger. Outside of her professional life, she is deeply involved in the community, having formerly served as vice-chair and finance committee member for the Center for Family & Child Enrichment, an organization dedicated to child welfare and community health. When she’s not working, Roxanne enjoys fishing, flying in the Florida Keys, and spending time with her dog, Gunner, and her family. She remains committed to empowering her clients to make informed financial decisions, ensuring their plans are designed to reflect their life goals and values.
When planning for retirement, there are several rules of thumb to guide you part of the way there, but many of these rules don’t account for all the contingencies we may face in real life. Life Expectancy Average life expectancy in the US is around 76-78 years old. Life expectancy can vary based on various…
In this technological age where everything is electronic, what would happen if you traveled to a foreign country and your phone was lost, broken, or stolen? I recently traveled to Panama by myself and thought about this type of situation very seriously. My last two trips involved a family member or friend, so at least…
Recently I have been talking to clients’ children or grandchildren who have just graduated from college and are starting their first jobs as professionals. Some starting salaries can easily be in the low six figures depending on the profession, so a road map that covers how and where to start saving can be beneficial in…
Long-term care insurance companies are restructuring and have been sending letters to policyholders about adjustments in coverage, increased premiums or paid-up options. Many policyholders are wondering how they should respond and what their options are. Increases don’t happen overnight, and insurance carriers have to consult with their state insurance department for approval. The state is…
Teenagers always want “stuff,” and the older they get, the more expensive the “stuff” becomes. They want to have fun with their friends, eat out, shop, or get involved in activities. Some children don’t realize what it costs until they finish college and have to pay for it. Parents often feel the need to help…
No Events Found