Alexa Treppa

Financial Advisor

Alexa Treppa

About

Alexa is a Financial Advisor at OneDigital who works with individuals at every stage of life, from young couples and growing families to those preparing for retirement and those already enjoying it. She helps people understand their options as they plan for their financial future.

In her role, Alexa provides retirement plan education and meets one-on-one with individuals to answer questions, explore savings goals and discuss financial decisions. She values building relationships that extend beyond a single conversation, supporting people as they plan for retirement, transition into retirement and manage the other priorities life brings.

Alexa's approach centers on listening, building trust and creating a welcoming space where people feel comfortable asking questions and sharing what matters most to them. She studied financial planning at Calvin University in Grand Rapids, Michigan, where she also minored in dance.

Outside of work, Alexa enjoys teaching dance to children and spending time with her husband and their child. Their German shepherd keeps the family active with plenty of fetch and trail walks.

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”).

This individual is an assistant to one or more financial professionals who offer securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. and ODIA are independent and unaffiliated entities.
OneDigital Investment Advisors LLC’s Client Relationship Summary: Form CRS
Osaic Wealth Inc.’s Client Relationship Summary: Form CRS