Alexia Assaf


Alexia Assaf

Alexia grew up in Windham, NH. She’s the eldest of two children to first generation immigrants. Growing up multi-tasking for her parents’ gas and retail business, Alexia is no stranger to hard work. She found herself spending most of her time helping with their bookkeeping, which led to her interest in finance and helping other businesses and individuals with the same.

Alexia attended Bentley University’s Advanced Standing in Finance program which allowed her to get both an undergraduate and master’s degrees in only four years. She earned a B.S. degree in Finance with a minor in Law and a concentration in Financial Planning, and a Masters degree in Finance.

Working as an intern with Heritage during her junior year at Bentley University, Alexia joined the firm fulltime as a paraplanner shortly after graduation. In this role, she works closely with the firm’s wealth management teams to create financial plans for clients.

In her spare time, Alexia cares for her Maltipoo puppy, Emmie. She also enjoys baking, working out, building at-home charcuterie boards, and trying new restaurants with friends and family. Having visited dozens of countries, Alexia is an experienced world traveler and plans to experience more of Asia and Africa in the future.