About
Alyssa
Alyssa is responsible for supporting the lead advisors of the Orange County team by executing a broad range of technical, client management, and client service support tasks, while also engaging in ongoing learning and development. She joined Focus Partners Wealth in 2026. Prior to that, she had been with Kovitz since 2024. Previously, Alyssa gained valuable experience at Edward Jones, where she honed her skills in finance and client management.
Outside of the office, Alyssa enjoys cooking, exercising, and spending time with friends and family.
Education and Professional Milestones
-San Diego State University – bachelor’s degree in finance
Alyssa is responsible for supporting the lead advisors of the Orange County team by executing a broad range of technical, client management, and client service support tasks, while also engaging in ongoing learning and development. She joined Focus Partners Wealth in 2026. Prior to that, she had been with Kovitz since 2024. Previously, Alyssa gained valuable experience at Edward Jones, where she honed her skills in finance and client management.
Outside of the office, Alyssa enjoys cooking, exercising, and spending time with friends and family.
Education and Professional Milestones
-San Diego State University – bachelor’s degree in finance