About Alicia
After a decade in the financial services industry, Alicia found herself drawn to the client's experience, wanting to help and guide people as they shape their futures. She’s there to understand all the parts of a client’s complicated puzzle, to put the pieces together in a way that helps them achieve their financial goals. She prides herself on being able to help clients understand their financial issues and determine how to build a financial plan that will work best for them.
Whether clients are enjoying retirement, planning their legacy, or purchasing their first home, Alicia finds each step of the process exciting and rewarding.
Outside of work, she and her husband, Justin, have a daughter, Madison, and rescue dog, Ricky Bobby. The entire family are avid sports fans, cheering on their beloved San Jose Sharks and San Francisco 49ers. When not watching sports, they enjoy the great outdoors as much as possible, including an annual trip to Yosemite and Northern Michigan.
Education and Professional Milestones
-Santa Clara University - bachelor’s degree in finance
-Previously worked on the portfolio strategy team and as a relationship manager for Loring Ward
After a decade in the financial services industry, Alicia found herself drawn to the client's experience, wanting to help and guide people as they shape their futures. She’s there to understand all the parts of a client’s complicated puzzle, to put the pieces together in a way that helps them achieve their financial goals. She prides herself on being able to help clients understand their financial issues and determine how to build a financial plan that will work best for them.
Whether clients are enjoying retirement, planning their legacy, or purchasing their first home, Alicia finds each step of the process exciting and rewarding.
Outside of work, she and her husband, Justin, have a daughter, Madison, and rescue dog, Ricky Bobby. The entire family are avid sports fans, cheering on their beloved San Jose Sharks and San Francisco 49ers. When not watching sports, they enjoy the great outdoors as much as possible, including an annual trip to Yosemite and Northern Michigan.
Education and Professional Milestones
-Santa Clara University - bachelor’s degree in finance
-Previously worked on the portfolio strategy team and as a relationship manager for Loring Ward