Alicia Carinalli, CFP®

Alicia Carinalli is a Certified Financial Planner (CFP®) with extensive experience in wealth management and retirement planning. Alicia 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 holistic approach to financial planning, Alicia shifted her focus to encompass the broader financial picture. 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’s mission is to empower clients through education and personalized financial solutions, ensuring they feel confident in their financial decisions. Whether you are planning for retirement, a major life event, or seeking to optimize your financial wellness, Alicia is here to provide guidance and support.

Outside of her professional pursuits, Alicia takes advantage of all the seasons outdoor activities with snowboarding, hiking, biking and keeping up with her two boys. She is passionate about fostering financial literacy and making quality financial planning accessible to all.