Opinions are Alexandra's own. This site is not affiliated with any of the companies or people mentioned or linked to. Information on this site is for educational purposes only and is not to be taken as specific advice. Speak with a financial professional to determine what is appropriate for your personal financial situation. ©2019 by Alexandra Wilson, CFP®

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

I, Alexandra Wilson, recognize the importance of protecting your privacy. I have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information I collect from you and how we use that information to serve your account.

 

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

 

  • Information you provide in the forms (including name, address, social security number, date of birth, income and other financial-related information)

How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive is not shared with non-affiliated third parties, unless otherwise required by law. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. 

 

Disclaimer

 

Alexandra is a Financial Advisor for SmartPath Advisors, a registered investment advisor offering advisory services in the States of Georgia, Virginia, and Mississippi and in other jurisdictions where exempted.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

If you have any questions regarding this privacy notice, please contact Alexandra Wilson at alexwilsonplans@gmail.com

 

Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Alexandra Wilson, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

This website may provide links to others for the convenience of our users. I have no control over the accuracy or content of these other websites.

 

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

 

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.