"The world of the future is in our making. Tomorrow is now."
Eleanor Roosevelt

CONNECT

Address:

Alice Reitz, CFP®

Phone:

(203) 421-6886

QUALIFICATIONS

As a seasoned investment professional in her fifteenth year of practice, Alice can serve as your LPL Financial Planner, strategist, and coach.  She has helped women like you purposefully plan and implement strategies aiming to turn hopes into reality. 

Alice's academic background in Human Developmental Psychology enables her to offer clients an understanding ear and a compassionate approach.  Her academic background in business and finance enables her to provide financial knowledge that is comprehensive, sound, and timely.   Alice brings her experience as an adjunct educator at five colleges to her goal of providing empowering financial education to women and their families.

Alice has achieved the following financial industry credentials:

FINANCIAL SERVICE DESIGNATIONS

CFP®   Certified Financial Planner

ChFC® Chartered Financial Consultant   

CLU®   Chartered Life Underwriter

CAP®   Chartered Advisor in Philanthropy

RICP®  Retirement Income Certified Professional

CASL®  Chartered Advisor in Senior Living

 

LICENSES AND CERTIFICATIONS

CT (resident) Certified Insurance Consultant

CT (resident), MA, MD, PA, NY, FL Life and Health Insurance Producer's License

 

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA /SIPC..  The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states:  CT, FL, MA, MD, NY, and PA.