Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024
Alexandra (Alex) Chastain of Abacus Planning Group earned the Certificate in Family Business Advising (CFBA) from the Family Firm Institute’s Global Education Network (FFI GEN).
The Global Education Network is a non-profit association whose mission is to educate, connect and inspire professionals, academics, educators, and family members who serve family businesses and families of wealth worldwide. Founded in 1988, the Family Firm Institute connects nearly 2,000 members globally with conferences, events, study groups, and publications to further its mission.
Alex graduated from the University of South Carolina with a BA in Finance in 1997. She joined Abacus at its inception in 1998 and earned her CFP® designation in 2004.
As Chief Planning Officer, Alex coordinates the creation, research and implementation of strategies and processes that will enhance the overall wealth of Abacus’s clients. Alex is one of six Abacus shareholders.
Abacus is a financial advisory and investment counsel firm focused on serving families with shared assets from businesses to commercial real estate to oil and gas holdings. Managing over $1.7 billion on behalf of its 250-plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.
