Alexander Kandelaki – Financial Services Professional & Financial Literacy Advocate
Personal Notes
Financial education is increasingly important, and not just for investors. It is becoming essential for the average family trying to decide how to balance its budget, buy a home, fund the children’s education and ensure an income when the parents retire.
Of course people have always been responsible for managing their own finances on a day to day basis – spend on a holiday or save for new furniture; how much to put aside for a child’s education or to set them up in life – but recent developments have made financial education and awareness increasingly important for financial well-being.
Individuals are increasingly being asked to take on sole responsibility – and assume the burden of risk – for complex savings tasks which were previously at least shared with governments or employers, such as investing for a pension or for higher education for their children.
But how can individual workers or parents be expected to weigh the risks and make responsible choices in an ever more sophisticated financial market? Financial literacy is an answer. So, I joined NFEC and became a Certified Financial Education Instructor to address financial literacy issues in our country. Join my mission!
Bio
Alexander brings 20+ years of experience in the Financial Services, Investment Banking and Professional Services industries. His dynamic and pioneering spirit, along with superior performance, have enabled him to develop industry-unique business solutions for both enterprise and service provider markets, focusing on emerging technologies to meet each market’s diverse needs.
Alexander has successfully led multinational teams to create and deliver large-scale mission-critical solutions to clients like Deutsche Bank, UBS, Citibank and Goldman Sachs.
Active speaker and presenter on 100+ international seminars and events.
Currently, Alexander is expanding his private Financial Services practice to New York and New Jersey area and provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and employee benefits.
Alexander is licensed financial professional and currently holds the Certified Financial Education Instructor designation by the National Financial Educators Council (NFEC).
Together with team of financial professionals, Alexander takes an active role in educating clients about matters concerning retirement; tax advantaged investing, advanced estate planning and employee benefits. His goal is to deliver professional wealth management through sound advice, helping create value, focus and understanding.
Are You Ready for National Financial Educators Day?
Access Everything You Need for Financial Literacy Month