Alyssa is a Washington native and current resident of Seattle with an education-centric financial planning practice. Alyssa is committed to empowering her clients and equipping them with the knowledge and resources necessary for their success.
With expertise in retirement planning, college funding, insurance, estate planning, and investment management, Alyssa provides comprehensive solutions tailored to meet her clients' unique financial goals.
Alyssa's impact extends beyond her client base as she actively engages with the community as an advocate for financial literacy as part of the Women’s Resource Group. The WRG is a team of women financial advisors who volunteer their time to promote financial education. Through partnerships with companies like Amazon and Microsoft, she delivers practical financial planning seminars, empowering individuals and teams.
As a Certified Divorce Financial Analyst (CDFA®), Alyssa brings a compassionate and understanding approach to individuals navigating divorce. Her strategic advice and guidance provide invaluable support before, during, and after the divorce process, ensuring financial stability and peace of mind.
Beyond her professional pursuits, Alyssa enjoys exploring the vibrant city of Seattle by bike, attending theater performances, and spending quality time with her husband, John, and their dog, Riley. When they’re not in Seattle, Alyssa and John’s shared love of travel and adventure takes them to wherever the sun is warmest.
Licenses & Certificates:
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
- Retirement Income Certified Professional (RICP®)
- Certified Divorce Financial Analyst (CDFA®)
- Life, Disability & Long-Term Care Licensed
- Registered Representative of Osaic Wealth, Inc.