Client Advisor and Branch Manager
Alise began her career in financial services in 2007, and has experience in many different parts of the industry. She empowers clients to make important decisions that affect all aspects of their wealth so they can create their best financial futures. In addition to her role as Client Advisor and Branch Manager, Alise is member of the Steering Committee for the company’s InvestHERS initiative, focused on providing customized financial planning to serve the specific needs of women. She is a graduate of the Personal Financial Planning program at the University of California, Berkeley, and holds a degree in Sociology from the Integral Honors program at Le Moyne College, magna cum laude. She is a President-Elect of the Financial Planning Association of the East Bay and board member of Financial Planning Association of California.