Wealth Advisor, Partner
CurrentInvestment advice offered through Reston Wealth Management, a Registered Investment Advisor
Jul 2014 - Present
AeroLeads people directory · profile
Alex Voorhees, Cfp® Email & Phone Number
Wealth Advisor helping families plan for retirement
at
Reston Wealth Management
1 work email found
@restonwealth.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor helping families plan for retirement
Location
Reston, Virginia, United States
Who is Alex Voorhees, Cfp®? Overview
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Quick answer
Alex Voorhees, Cfp® is listed as Wealth Advisor helping families plan for retirement at Reston Wealth Management, based in Reston, Virginia, United States. AeroLeads shows a work email signal at restonwealth.com and a matched LinkedIn profile for Alex Voorhees, Cfp®.
Alex Voorhees, Cfp® previously worked as Wealth Advisor, Partner at Reston Wealth Management and Board Member at Ambleside School. Alex Voorhees, Cfp® holds Bsba, Finance from Christopher Newport University.
Company email context
Email format at Reston Wealth Management
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*@restonwealth.com
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AeroLeads found 1 current-domain work email signal for Alex Voorhees, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Alex Voorhees, Cfp®
I specialize in helping families who are retired or want to retire in the next 10 years. These include:-Business Owners-Employees who receive Incentive pay (bonus, deferred compensation)-Employees who receive Stock options (ISO, RSU, NQSO, SAR)-Families with taxable investment accounts-Employees with company stock in their 401(k) - NUATo accomplish this, our team works with a limited number of families, taking on about 4-5 new relationships each year. This allows us the time to meet regularly with our clients to review their financial plan and investments.We develop a comprehensive financial plan and then coordinate your tax, estate, insurance, and retirement planning with your CPA, attorney's, and other professionals to ensure that they are working toward a common goal. If you don't have a team, we will help you build one. ● Attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016.● My goal is to partner with you to be good stewards of the resources you have while helping you live free from the constraints that money so often puts on people. Specialties:•Comprehensive Financial Planning including retirement, estate, college and insurance. •Advising business owners in the areas of employee benefits, succession planning, and cash flow. •Executive benefits such as stock options/restricted stock, deferred compensation, and incentive pay. •Individual Retirement Analysis•Portfolio design and implementation.
Listed skills include Leadership, Financial Advisory, Team Building, Powerpoint, and 29 others.
Current workplace
Alex Voorhees, Cfp®'s current company
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11 roles
Alex Voorhees, Cfp® work experience
A career timeline built from the work history available for this profile.
Board Member
Current
May 2018 - Present
Board Member
Current
Jan 2016 - Present
Financial Consultant Intern
Mentored by Kevin Heyman (now Heyman Investment Group). Created financial plans for prospective clients, managed the client database, searched for potential clients.
Dec 2012 - May 2014
Chief Executive Officer
As President and CEO I overlooked each department throughout the week. My main responsibilities were ensuring that the fund was operating efficiently while progressing toward our long-term goals. To do this, I regularly met with faculty and staff around campus as well as with local businesses to seek donations and involvement in the fund. During my time as.
Dec 2012 - May 2014
Chief Investment Officer
As Chief Investment Officer it was my job to lead the fund's investment team and our research efforts. The investment team conducted a top down approach that involved analytical research on macroeconomic conditions, various industries, and then individual firms. This process helped us discover investment selections that were the best fit for the CEE Fund's.
Dec 2011 - Dec 2012
Energy Sector Senior Analyst
I worked under the Chief Investment Officer, leading the Energy sector research for the investment team of the CEE Fund.
May 2011 - Dec 2011
Energy Sector Junior Analyst
I assisted the senior sector analyst in researching specific energy stocks that fit our risk and return objectives.
Nov 2010 - May 2011
Aug 2010 - May 2014
Client Associate (Fp) Intern
Managed the client database, prospected for potential clients, assisted team members in investment related research.
Mar 2012 - Dec 2012
Accounting Intern
Maison Et Jardin
Assistant warehouse manager for Maison et Jardin
May 2010 - Aug 2012
2 education records
Alex Voorhees, Cfp® education
Bsba, Finance
Christopher Newport University
Education record
Langley High School
FAQ
Frequently asked questions about Alex Voorhees, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alex Voorhees, Cfp® work for?
Alex Voorhees, Cfp® works for Reston Wealth Management.
What is Alex Voorhees, Cfp®'s role at Reston Wealth Management?
Alex Voorhees, Cfp® is listed as Wealth Advisor helping families plan for retirement at Reston Wealth Management.
What is Alex Voorhees, Cfp®'s email address?
AeroLeads has found 1 work email signal at @restonwealth.com for Alex Voorhees, Cfp® at Reston Wealth Management.
Where is Alex Voorhees, Cfp® based?
Alex Voorhees, Cfp® is based in Reston, Virginia, United States while working with Reston Wealth Management.
What companies has Alex Voorhees, Cfp® worked for?
Alex Voorhees, Cfp® has worked for Reston Wealth Management, Ambleside School, Captains' Educational Enrichment Fund, Wells Fargo Advisors, and Christopher Newport University.
How can I contact Alex Voorhees, Cfp®?
You can use AeroLeads to view verified contact signals for Alex Voorhees, Cfp® at Reston Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Alex Voorhees, Cfp® attend?
Alex Voorhees, Cfp® holds Bsba, Finance from Christopher Newport University.
What skills is Alex Voorhees, Cfp® known for?
Alex Voorhees, Cfp® is listed with skills including Leadership, Financial Advisory, Team Building, Powerpoint, Social Media, Public Speaking, Accounting, and Data Entry.
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