About Alice
Alice is our wealth manager and specializes in long-term, milestone, estate, retirement and tax planning as well as asset allocation. She has been in the financial industry since 1989 and uses her decades of experience to make a difference in her clients’ lives. She works closely with clients developing a plan, reviewing and discussing their investments and measuring the progress towards reaching their goals.
Alice holds her Series 7 and 66 securities registrations and insurance licenses. She is also a Certified Fund Specialist (CFS) designee, which is the oldest designation in the mutual fund industry. She has a business degree in quantitative analysis and studied graduate econometrics at University of California, Santa Barbara.
Alice was drawn to enriching the quality of people's lives through financial clarity by combining multifaceted ideas into clear, refined solutions. She understands the emotional effects of financial turbulence. As a widow and mother of two engineers, she knows the security that financial stability brings. She enjoys getting to know her clients on a personal level and developing unique solutions to help give them confidence.
When not in the office, Alice enjoys reading, hiking and being a grandma who's involved with her granddaughter's school and Girl Scout troop.
Education
Licenses
Other Credentials
IBF Designations
At a Glance
Understanding Credentials