Alexandria Potocki
@alexandriapotocki
Licensed financial professional and freelance writer who turns client data into clear retirement and investment strategies.
United StatesWhat I'm looking for
I’m a Licensed Financial Professional analyzing client financial data to create strategies for retirement, education, and investments, while engaging clients through networking to bring in new business. I’m methodical and proactive, using research and problem-solving to troubleshoot and stay ahead of clients’ needs.
Alongside my finance work, I’ve built strong discipline through freelance writing, researching and producing up-to-date articles while managing time to execute a minimum of 6000 words per week as well as video content creation. I also bring real-world budgeting and organization experience from managing household finances, making me comfortable with detail, planning, and continuous improvement.
Experience
Work history, roles, and key accomplishments
Licensed Financial Professional
Five Rings Financial
Jan 2026 - Present (6 months)
Analyze client financial data to create strategies for retirement, education, and investments. Engage with clients and bring in new business through networking.
Homemaker
Stay At Home Parent
Oct 2020 - Present (5 years 9 months)
Managed household finances, including budgeting and day-to-day coordination. Provided childcare, cleaning, and organizing, and researched/troubleshot problems as they arose.
Homemaker
South Dakota
Oct 2020 - Present (5 years 9 months)
Managed household finances, including budgeting and day-to-day financial troubleshooting. Handled childcare, cleaning, organizing, and problem research as issues arose.
Freelance Writer
Freelance Work
Mar 2018 - Oct 2020 (2 years 7 months)
Wrote articles and managed time to execute a minimum of 6000 words per week. Used research and online searching to provide up-to-date information for articles.
Education
Degrees, certifications, and relevant coursework
Xcel Solutions
Life Producer License, Insurance
2025 -
Life Producer License from Xcel Solutions (October 2025–January).
T. Colin Campbell Center for Nutrition Studies
Nutrition Studies Certificate, Nutrition Studies
2025 -
Nutrition Studies Certificate from T. Colin Campbell Center for Nutrition Studies (August 2025–September 2025).
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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