ABOUT

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What drives Alyssa is the belief that financial knowledge should never feel out of reach. She grew up in the Palm Springs area as the oldest of many siblings, raised by a single mother who stretched a little to cover a lot, and she saw firsthand how much steadier life feels when money is understood rather than feared. That upbringing shaped her purpose: to keep learning, to keep growing more financially literate, and to pass what she learns on to the people around her. She hopes to help her own family, and eventually the clients and families she works with, build the kind of stable footing she wishes had been easier to find growing up.

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Alyssa earned her Bachelor of Science in Finance from San Jose State University, after completing an Associate of Science in Business Administration at Citrus College. Her coursework and projects took her deep into investment analysis, portfolio optimization, financial forecasting, and operations strategy, sharpening both her technical skills and her instinct for how good decisions get made. She rounded out her studies with hands-on retail leadership roles, where she managed store performance metrics, led client relationships, and got comfortable turning numbers into plain-language guidance people could actually use. Today, as an Operations Assistant, she pairs that analytical background with genuine care for the details, keeping the day-to-day running smoothly so clients stay the priority.

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A lifelong animal lover, Alyssa calls San Jose home, where she enjoys the company of her cat while still missing the many pets at her parents’ homes. Outside of work, she can often be found with a good book, knitting, swimming, hiking, or simply soaking up the sunshine. She values meaningful relationships and cherishes the friendships that keep her grounded. Above all, family is at the heart of everything she does. She makes every opportunity to travel home and spend time with the people who inspire, encourage, and motivate her most.