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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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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.