James F. Alexander, CPA, CFP®

    James Alexander, CPA, CFP

    Mr. Alexander is the Director of the Family Office Division of the CPA firm Cunningham, Powell, Alexander, A.C. in Morgantown, WV. Mr. Alexander has written publications, led numerous seminars, and is currently a Visiting Lecturer at the WVU School of Finance. He is one of few CERTIFIED FINANCIAL PLANNER™ practitioners actively practicing in the Morgantown area.

    Mr. Alexander is married to his college sweetheart, and they have three adult children.

    Certified Public Accountant and Financial Advisor

    Professional Credentials

    • 01

      Certified Public Accountant

    • 02

      Member, American Institute of Certified Public Accountants

    • 03

      Member, West Virginia Society of Certified Public Accountants

    • 04

      Member, North Central WV Estate Planning Council

    • 05

      CFP® Practitioner, Certified Financial Planner Board of Standards

    • 06

      Licensed securities representative

    • 07

      Licensed insurance representative

    Professional Experience

    • 01

      Personal financial planning and institutional asset management since 2001

    • 02

      Bank Executive VP/Controller form 1985 to 2000

    • 03

      Public accounting from 1980 to 1985

    Community Involvement

    • 01

      Co-founder of the Buckskin Adult Soccer League

    • 02

      Active USSF Soccer Referee

    • 03

      Board member of Morgantown United Soccer Club

    • 04

      Member of the Presbyterian Church in America

    • 05

      President of Morgantown Kiwanis Foundation

    • 06

      Board member of Friendship Manor, a senior citizens residential community

    • 07

      Serves on numerous local not-for-profit boards in the Morgantown area
    ADV Part II Alexander