University of Colorado, Boulder Alumna
21/64 Certified Advisor
Member of the Financial Planning Association
Loves exploring National Parks
Will video conference with clients to make it easier
Prior to joining Trilogy Financial, Alicia served as a philanthropic advisor in the nonprofit sector for over 15 years. Helping others achieve greater purpose and meaning to their wealth has been a cornerstone of her career.
For many people, finances can be intimidating when it comes to making decisions about how to save, spend, and set goals. Alicia cares deeply about her clients’ wellbeing and helps bring clarity, direction and compassion to the planning process. She is committed to delivering exceptional service and supporting her clients through every stage of their lives, adapting their financial plans to meet their evolving needs.
Alicia is an Investment Advisor Representative with Trilogy Capital, Inc. in which she holds her Series 65 registration and California Life and Health Insurance license. She is also a 21/64 Certified Advisor specializing in multigenerational wealth planning and transfer.
Alicia earned a B.A. in International Affairs from the University of Colorado, Boulder. In her free time, she enjoys traveling, hiking, and exploring all that Southern California has to offer.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.