About
Alejandra
Alejandra (Alex) helps multigenerational high-net-worth families and senior corporate executives with their income tax compliance and planning needs. She has more than 20 years of experience in the financial services industry. She joined Focus Partners Wealth in 2026. Prior to that she had been with Kovitz since 2021. Earlier in her career, she worked in public accounting at both a midsize and a big four accounting firm. Alex is a member of both the American Institute of Certified Public Accountants and the Illinois CPA Society.
Alex was born and raised in Chicago. When not at work, she enjoys spending time and traveling with her husband and two daughters.
Education and Professional Milestones
-DePaul University – bachelor’s degree in accounting; Master of Science in taxation
-Is a certified public accountant (CPA) in Illinois
Alejandra (Alex) helps multigenerational high-net-worth families and senior corporate executives with their income tax compliance and planning needs. She has more than 20 years of experience in the financial services industry. She joined Focus Partners Wealth in 2026. Prior to that she had been with Kovitz since 2021. Earlier in her career, she worked in public accounting at both a midsize and a big four accounting firm. Alex is a member of both the American Institute of Certified Public Accountants and the Illinois CPA Society.
Alex was born and raised in Chicago. When not at work, she enjoys spending time and traveling with her husband and two daughters.
Education and Professional Milestones
-DePaul University – bachelor’s degree in accounting; Master of Science in taxation
-Is a certified public accountant (CPA) in Illinois