Alexandra Rooney CFP®

Alexandra is a CERTIFIED FINANCIAL PLANNER™ professional with more than a decade of experience in financial planning and wealth management, advising affluent individuals, multigenerational families, and nonprofit organizations. Her expertise includes holistic financial planning, trust and estate planning, and long-term financial decision-making.

She earned a Bachelor of Arts in Economics from Virginia Tech and is actively involved in financial education and mentorship. Alexandra mentors young women through Rock The Street, Wall Street and coaches aspiring financial professionals preparing for the CFP® certification process.

At The Academy of Finance® in New York City, Alexandra leads the Financial Planning & Wealth Management curriculum within the Wall Street Master Class®. She teaches high school and college students the foundations of personal financial planning, helping them understand how investing, saving, taxes, estate planning, and long-term financial goals come together within a comprehensive financial plan.

Her teaching connects investment education with an important principle: successful investing is not only about selecting investments, but understanding how those decisions fit into a broader financial life.