About
Alicia
Alicia brings more than a decade of experience in financial services and a genuine passion for helping clients feel confident about their financial future. She believes financial planning is deeply personal and values taking the time to understand each client’s goals, priorities, and evolving needs. By building strong relationships and providing thoughtful guidance, Alicia helps clients create financial strategies designed to support every stage of life.
She finds great fulfillment in helping clients navigate important milestones, from purchasing a first home and preparing for retirement to creating a lasting legacy for future generations.
Outside the office, Alicia enjoys life with her husband, Justin, their daughters, Madison and Parker, and their rescue dog, Ricky Bobby. Together, they love spending time outdoors, traveling as a family, and making annual trips to Yosemite and Northern Michigan.
Education and Professional Milestones
-Santa Clara University - bachelor’s degree in finance
Alicia brings more than a decade of experience in financial services and a genuine passion for helping clients feel confident about their financial future. She believes financial planning is deeply personal and values taking the time to understand each client’s goals, priorities, and evolving needs. By building strong relationships and providing thoughtful guidance, Alicia helps clients create financial strategies designed to support every stage of life.
She finds great fulfillment in helping clients navigate important milestones, from purchasing a first home and preparing for retirement to creating a lasting legacy for future generations.
Outside the office, Alicia enjoys life with her husband, Justin, their daughters, Madison and Parker, and their rescue dog, Ricky Bobby. Together, they love spending time outdoors, traveling as a family, and making annual trips to Yosemite and Northern Michigan.
Education and Professional Milestones
-Santa Clara University - bachelor’s degree in finance