Alexandra Sandberg, CFP®, ChFC®, ECA

Wealth Counselor |

Alexandra is a Wealth Counselor for Osborne Partners with nearly 15 years of experience in the financial services industry. Alexandra started her career as an analyst for the global investment firm Kohlberg Kravis Roberts (KKR). More recently, she joined Osborne Partners from a Bay Area independent RIA firm. As a highly skilled CFP^® Practitioner, she has spent the majority of her career working with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, and income tax and estate tax considerations.  Alexandra earned her Bachelor of Arts degree in Economics from the University of California, Davis.