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Biography

Alissa is a Principal Wealth Planner in the Santa Barbara, CA office. She has a deep passion for building relationships with her clients and helping them reach their personalized goals. She has over 10 years of experience working with high-net-worth individuals specializing in real estate and complex business transactions. Each interaction is centered on a single guiding objective: to help people live a better and more fulfilled life.

Prior to joining Cerity Partners, Alissa worked as a financial planning associate at West Coast Financial, providing comprehensive, fee only financial planning and investment management.

Learn more about my practice.

Education

  • B.A. Economics; University of California, Santa Cruz

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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