Alex Nadworny, Wealth Advisor,CFP®

Alex joins SFP as a wealth advisor and a member of the Special Needs Planning group. In addition to her formal experience in the financial services industry, she grew up with and now joins her father, John, in his financial advisory practice. Alex has her Series 6,7 ,66 andlife, accident and health insurance licenses. She is a registered representative with LPL Financial.

Alex grew up in Melrose, MA with two younger brothers, one having Down Syndrome. She is  an active participant in several organizations and fundraisers benefiting people with disabilities. Alex also gives her time to Donate Life Melrose, a nonprofit for which she plans and attends events to spread awareness of the need for organ donation. She enjoys traveling and experiencing different cultures and having quality time with her family.

Alex is a is a Registered Representative with and securities and advisory services offered through LPL Financial, Member FINRA/SIPC.

Firm Description

We Share a Common Bond.

We have been helping families plan for a great life for their child with special needs for over 20 years. Proper planning provides control and gives authority to define the quality of life for your son or daughter and their siblings as they grow into adulthood and beyond. We work with families to establish realistic goals based upon their personal circumstances. 

We can tell you:

• What you need
• What it costs
• How to do it

Our goal is to empower you to finance your vision for your family’s future.

Hours

Cost