Her Story
About Alejandra
Alejandra Paredes, CFP®, CEPA®, is a Wealth Advisor and Director at BMO Wealth Management - U.S., based in Scottsdale, Arizona. She specializes in delivering comprehensive financial planning and strategic wealth management solutions to high-net-worth individuals, business owners, and families. In her role, she guides clients through complex financial landscapes, focusing on long-term wealth preservation, succession planning, and growth strategies tailored to their unique financial goals.
An alumna of the University of Phoenix, Alejandra holds both the Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®) designations. This dual expertise allows her to offer specialized advice on business exit strategies alongside holistic financial planning, helping clients navigate significant business transitions and secure their financial legacies.
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