As individuals continue to rise the ranks of their professional world, many still find themselves lost and behind when it comes to growing and preserving wealth. Navigating the world of personal finance can be overwhelming and intimidating to say the least.
Alicia is a Financial Planner dedicated to helping individuals become financially independent by creating good savings habits, protecting their assets, and achieving their goals of growing and transferring their wealth. Her goal is to make financial independence a reality for Americans.
Alicia has been in the financial services industry for over 10 years; having worked at Morgan Stanley and Citi prior to joining Coastal Wealth, a MassMutual firm.
She has an MBA from Wharton and a Masters in International Studies from the University of Pennsylvania. She completed her Bachelors in Business Administration from Loyola University New Orleans where she majored in Finance and Marketing. Alicia currently lives in Miami. Prior to that she spent time living in New York, Philadelphia, New Orleans and Sao Paulo. She is fluent in English, Spanish and Portuguese.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Alicia’s Licenses and Disclosures