Alexandra Groh, M.S., CFP®
Alexandra (Ally) finds satisfaction in providing exceptional client experience at Groh Wealth Management. Her dedication, strong work ethic, and tireless commitment allow her to add value to a successful independent financial planning firm, Groh Wealth Management. As a CERTIFIED FINANCIAL PLANNERTMprofessional, Alexandra specializes in Estate Planning, Retirement Planning, Insurance Planning, and Education Planning. She works closely with Brian, leveraging their combined expertise, in a way that allows them to best confront long or short term objectives, protection needs, individualized retirement strategies, tax efficiency, and estate planning goals.
Education and Achievements:
Alexandra is a 1995 graduate of the University of Maryland, Summa Cum Laude, and a member of the National Honor Society of Phi Kappa Phi. She received her Master of Science with Distinction in 2003 from The New York Institute of Technology. Alexandra holds her series 7 and 66 licenses, and has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation.