Alex Jankowski, CPA, CFP®
5.0 stars · 2 reviews · Serves Pennsylvania · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
Hi there! I'm Alex, a CPA and CERTIFIED FINANCIAL PLANNER® based in PA but serving clients nationwide. I provide tax prep & advisory, as well as holistic financial planning services.
Featured reviews
"My experience has been incredible. Alex has guided me through tax planning and financial planning for many years. Taxes and investments should not be siloed. I believe in order to manage investments effectively or provid…"
— Sarah Wolverton, 5.0 stars"My experience has been great. Alex being able to coordinate tax planning with my investment portfolio implementation has been great. I love that he leads with tax planning given that I retired before Medicare age. I woul…"
— Theresa Jankowski, 5.0 stars