Growing up, I had little knowledge of investing or personal finances until my college internship at a wealth management company. It was there that I witnessed the transformative power of investing and developed a deep passion for building wealth. Throughout my career, I noticed the lack of representation for women in financial discussions, which fueled my determination to educate and assist women with investing and financial planning.
As your Personal CFO, my objective is to guide you in creating a roadmap towards generational wealth and a work-optional lifestyle. I want you to enjoy your life while strategically securing your financial future, so you won’t have to play catch-up later on.
Having had the privilege of growing up in Europe, specifically in The Netherlands and Ireland, my love for travel was ignited. I thoroughly enjoy exploring new countries and coastal cities. When I’m not traveling or working, you can find me binging crime podcasts or enjoying a mocktail with my friends.
CA Insurance Lic#0L00408
Alissa Todd is a registered representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors and The Wealth Consulting Group are separate entities from LPL Financial.