Alyssa Dalbey, CPWA®, CFP®
Shareholder – Wealth Manager
Alyssa delivers wealth management services by creating financial and investment plans that cater to individual client goals. Her education places an emphasis on estate and tax planning for high-net-worth individuals and families. She received her B.S. in Business Administration from the University of Nevada, Reno. She also has an M.S. in Personal Financial Planning in addition to her CPWA® and CFP® certifications. Alyssa is actively involved with several organizations including serving as a board member of the Community Foundation of Northern Nevada. She enjoys running, hiking and spending time with her husband and their Husky.
Certified Private Wealth Advisor®
CERTIFIED FINANCIAL PLANNER™
Master of Science - Personal Financial Planning
Bachelor of Science - Business Administration
8 years
Impressionism and American Contemporary
Financial
Having been instilled with a sense of frugality, I naturally gravitate towards saving and prudent financial management. I consistently contribute to investment and retirement accounts and adhere to the same principles I advise my clients to follow, such as maintaining a diversified portfolio with a strategic and disciplined approach.
Physical
I dedicate time to my physical well-being every day. My favorite activity is running and am often training for an upcoming race. I also enjoy hiking, snowshoeing, and strength training.
Psychological
I dedicate time and space to things that bring me joy and prioritize both sleep and spending time outside to help maintain my mental health.
Intellectual
I am a lifelong learner and I enjoy deepening my understanding of wealth management topics through research and attending conferences and educational events.
The Four Capital approach that applies to clients, professionals we work with, and our team allows me to lead a fulfilled life. I enjoy working in a fast-paced and innovative environment with a team that challenges and supports me to be my best.
