Alexandra Swanson, CFP®

Wealth Advisor, Director

Denver, CO

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Serves as a Wealth Advisor at MAI with over 10 years of experience in financial planning, investments, retirement, estate planning, education funding, and insurance
  • Joined the firm in 2022, helping expand the MAI footprint by opening a Colorado office
  • Believes in a personalized approach to wealth planning in order to address multiple goals and make clients feel confident in reaching their financial destinations
  • Supports financial literacy and has appeared on educational panels for the Latino Leadership Institute, the Denver Post, and the Denver Business Journal

 

Life Outside of MAI 

  • Active volunteer with Junior Achievement – an organization dedicated to teaching kids real life career and finance skills
  • Regular blood donor
  • Enjoys spending time with husband and two kids in Colorado’s great outdoors

 

Education

  • University of Florida, BA in English, Magna Cum Laude

We look forward to learning about your financial goals.

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