Alicia Carinalli

Alicia is a CERTIFIED FINANCIAL PLANNER® Professional with more than 20 years of experience helping individuals and families build financial confidence and clarity. She began her career at Merrill Lynch in the high-net-worth division, where she specialized in creating and executing stock option plans for affluent clients. She later expanded her expertise at Wells Fargo Advisors and Raymond James, gaining valuable insights into various financial strategies and client needs.

Recognizing the importance of a more comprehensive approach to financial planning, she shifted her focus to encompassing the bigger financial picture and joined Mercer Advisors in 2025. She appreciates the firm’s true fiduciary planning and client-first values taking center stage.

Alicia’s approach is relationship-based and education driven. She believes the best financial outcomes come from informed, values-aligned decisions made over time with a trusted advisor by your side. She is dedicated to helping clients navigate their financial journeys by integrating investment management, tax planning, and long-term goal setting into comprehensive strategies that align with their life aspirations.

Alicia earned a Bachelor of Science degree in business administration at Cal Poly in San Luis Obispo, California.

Outside of her professional pursuits, Alicia enjoys all four seasons of Idaho, participating in snowboarding, hiking, and biking. She also loves keeping up with her two boys and volunteering at their schools and various activities.