QUALIFICATIONS

As a seasoned investment professional in her seventeenth 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

             conferred by the Certified Financial Planner

             Board of Standards

ChFC® Chartered Financial Consultant   

             conferred by the American College

CLU®   Chartered Life Underwriter

             conferred by the American College

CAP®   Chartered Advisor in Philanthropy

              conferred by the American College

RICP®  Retirement Income Certified Professional

              conferred by the American College

CASL®  Chartered Advisor in Senior Living

              conferred by the American College

LICENSES AND CERTIFICATIONS

CT (resident) Certified Insurance Consultant

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