Planning for the future starts with a conversation

Sit down with Alexandra Bono, founder of Pelican Invests, for expert, personalized guidance on saving for your family’s future — from education planning to building long-term financial security.

Meet Your Advisor

Alexandra Bono

Alexandra Bono is a nationally recognized financial advisor and founder of Pelican Invests. With a background spanning the U.S. Treasury, JP Morgan, and Columbia Business School, she’s helped hundreds of families take control of their financial future.

Her approach blends real-world expertise in financial systems with deep compassion for the everyday challenges families face. She’s on a mission to make financial freedom and education access possible for every family — no matter where they’re starting from.

Credentials Highlight:

  • Series 65 Licensed

  • MBA with Distinction, Columbia Business School

  • Former Advisor at JP Morgan

  • Expert in Economic Mobility & Financial Empowerment

  • Named “Inspiring Fintech Founder” by NYC Women in Fintech

What You’ll Get

Whether you’re saving for preschool, college, or just trying to get a better handle on your finances, Alexandra will meet you where you are.

We’ll focus on what matters most to you — sessions may include:

  • 📘 Creating a savings strategy

  • 🧾 Budgeting for life events

  • 🏡 Setting and reaching long-term financial goals

  • 🎓 Planning for student aid, scholarships, and tuition

  • 🛠 Navigating public benefits and family tax credits

  • 💸 Making confident choices with every dollar

How It Works

  1. Schedule a Free Discovery Call
    Let’s talk about your goals and needs. No pressure, no jargon.

  2. Choose a Plan That Works for You
    Pay per session or through ongoing advisory support.

  3. Get Personalized Advice + Ongoing Resources
    Walk away with a clear plan — and a partner who’s with you every step of the way.

Let’s Build Your Future — Together

Money shouldn’t be a barrier to your dreams. Whether you're just starting out or looking to make the most of your savings, 1:1 advisory sessions with Alexandra offer the clarity and momentum you need.