Alexandra Baig, MBA, CFP®
Alexandra Baig, CFP® is a Benefits Consultant with Clancy & Associates, Ltd. Alexandra brings extensive experience interacting with the Social Security Administration, advising clients on SSI, SSDI, Ticket to Work, Medicaid, Medicare and other related programs and benefits. She helps provide education and advice for our clients, whether they are beginning their special needs planning or encounter a life event while receiving government benefits. Alexandra networks with developmental, behavioral and mental health programs and vocational programs to guide clients through the many decisions they face.
Alexandra’s first career was as a stock market analyst in Hong Kong and China. A search for a more meaningful life’s work took her to L’Arche, an international, interfaith network of communities where people with and without intellectual and developmental disabilities share life. She served as a personal support worker for one year, and her work quickly introduced her to the financial planning challenges of people with physical, intellectual, developmental and behavioral disabilities and their families. In particular, she is well-versed in the government benefits available to people with special needs and the rules governing them. Her goal is to help people with disabilities and their families make the most of public and private money to live the life they chose.
Alexandra graduated from University of Chicago and has an MBA from the University of Michigan and her CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Academy of Special Needs Planners.
Alexandra and her husband Adam have two children and reside in Brookfield. She and her family enjoy raising chickens, green cheek conures, and guniea pigs. She speaks Mandarin Chinese and Cantonese.