Alisha Wesser, CFP® CPFA®

Alisha is a local from Pasadena who did not have to travel far to figure out that her heart was in financial literacy and planning. She graduated from University of California, Santa Cruz with a bachelor’s degree in Business Economics. Alisha holds the Certified Financial Planner™ (CFP®) designation from the College for Financial Planning as well as the Certified Plan Fiduciary Advisor™ (CPFA®) designation. With over 15 years of valuable experience under her belt, she honed her skills while catering to high-net-worth private wealth clients during her tenure at Morgan Stanley and Merrill Lynch.

Alisha lives in La Crescenta with her husband, two sons and their Labrador, Maddy. She is most likely at a baseball game or gymnastics competition on the weekends with her boys. Otherwise, you will find her working out, playing piano, reading, or racing her kids down the ski slope.