Synergetic Finance wants to welcome Aleksandra V. Goncharova to our team! Aleks is a Financial Consultant and Portfolio Analyst for Synergy Financial Management. Serving as a relationship manager, Aleks works with new and existing clients designing customized financial planning recommendations including evaluating their current financial situation, identifying future financial goals and helping them select a path to achieve those goals. Synergy’s clients will benefit from Aleks’ dedication and her enthusiasm for putting their needs and goals first.
Aleks earned her Bachelor of Science from Muhlenberg College in Economics and Mathematics, and is a candidate for the Certified Financial Planner (CFP) designation. In addition to work, she is involved in the community. She supports nonprofit organizations and enjoys working with young kids in the community with art projects.