Financial Planner
Alexandra Mickelson
Website: luneawealth.com
๐Iowa
Able to work with clients in all 50 states
A little about Alexandra
At Lunea Wealth Management, we believe financial planning should feel as personal and intentional as the life youโre building. We are a fee-only Registered Investment Advisor dedicated to guiding modern, ambitious women through lifeโs transitions with clarity, calm, and confidence.
Unlike traditional firms that can feel impersonal or overwhelming, Lunea Wealth offers a thoughtfully designed experience rooted in both strategy and soul. We specialize in wealth management, project-based financial planning, and educational guidance - always tailored to reflect your unique goals, values, and story.
Our approach is built on five pillars:
Purpose Over Product: Your vision leads; the numbers follow.
Life-Centered Planning: Support for every season, from business growth to legacy building.
Education + Empowerment: Complex made clear - so you feel informed, not intimidated.
Alignment with Impact: Helping you invest and plan in ways that reflect what matters most.
Confidence Through Clarity: Replacing overwhelm with ease, ownership, and peace of mind.
With a twilight-inspired, quietly powerful brand energy, Lunea Wealth is more than a financial firm - itโs a sanctuary for women ready to align money with meaning. Here, you are seen, supported, and empowered to design a future that reflects who you are and the legacy you want to leave.
Certifications
CFP Candidate
MBA
Series 7
Series 63
Series 65