Alex Jankowski, CPA

Alex Jankowski, CPA

Financial Planning Associate

I was born and raised in Downingtown, PA. Ever since I could pick up a baseball bat, I was swinging every day until my last high school ball game. And since I earned my first dollar from doing chores, I loved to learn about money, building wealth, and its impact on our lives.

My parents instilled the value of hard work in me throughout my childhood. I was to be the best in the classroom and on the field, and settle for nothing less.

After graduating from Downingtown West High School, I headed to Happy Valley for five years where I earned my bachelor’s and master’s in accounting. From football game days to dancing in THON for 46 hours straight, to meeting my now wife, I have countless memories at Penn State that I will cherish forever. I loved my time at Penn State.


Upon graduation, I joined Ernst & Young in Philadelphia, where I audited large, public banks and earned my CPA designation. At EY, I led the annual audits of the credit card and auto loan divisions of these banks. To audit these $1+ billion loan portfolios, we performed risk assessments, tested internal controls, and analyzed material general ledger accounts. While I did not love audit, I was interacting with clients daily, which I found to be the aspect of work I did love. After some reflection and earning my FINRA Series 65 securities registration, I realized that financial planning was the right path for me. I could help change other people’s lives by helping them with the very thing I am passionate about. Sounds awesome!

Outside of work, I am married to my awesome wife, Sarah. We got engaged in 2021 at Lake Louise in Banff, Alberta. A year later, we got married in the Poconos and moved to Phoenixville, PA, where we reside today.

Sarah is originally from Colorado, graduated from Penn State with a bachelor’s in engineering science, and now works as a project manager for a medical device company.

Together, we love exercising, traveling, watching Penn State football, and hosting the “Blankets for the Homeless” event each year in honor of a late friend with the David Gallagher Do Good Foundation. In my free time, I enjoy reading, listening to finance-related podcasts, and golfing.

Life is good.