Alyssa Yocom, CPWA®, CFP®

Wealth Manager

Alyssa delivers wealth management services to clients by creating and updating financial and investment plans that cater to individual client goals and needs. Her education background places an emphasis on estate and tax planning for high-net-worth individuals and families and she enjoys working with first-generation wealth creators. She also leads the wealth management team in project implementation.

Alyssa Yocom, CPWA®, CFP®

Meet Alyssa

Alyssa

Raised by her grandparents in Sparks, NV, Alyssa attributes her strong work ethic and successes thus far to the way she was raised.

Her favorite childhood memories are the annual 4th of July trips to Lake Almanor, CA with her grandparents. This grew into her love of the outdoors and a passion for world travel. Alyssa enjoys memorializing her travels with outdoor photos of both nature and urban landscapes. While traveling here and abroad, she always visits an art museum, as she says this is one of the best ways to get a taste for the area's history and culture. Another life-long passion is community engagement. She is on the board of the Planned Giving Round Table of Northern Nevada and is also a member of the Estate Planning Council of Northern Nevada, the Community Foundation of Northern Nevada’s Professional Advisors Council, and the TEDxReno team. When not working or traveling, Alyssa enjoys running, hiking, exploring, and spending time with her fiancé Derek and their Husky, Zoey.

“I’m passionate about helping clients achieve their personal and financial goals. As a fiduciary, I value integrity and am committed to clients and doing what is in their best interest."

Education

Certified Private Wealth Advisor®
CERTIFIED FINANCIAL PLANNER™
Master of Science - Personal Financial Planning
Bachelor of Science - Business Administration

Years of Experience

6 years

Favorite Art Style

Impressionism and American Contemporary

How I live the Four Capitals

Financial
I practice making sound financial decisions through maintaining six months of living expenses in a savings account and automatically contributing to retirement and personal investment accounts.

Physical
I dedicate time to my physical well-being every day. I train for, and run, at least one half marathon each summer and am currently training for the 2022 Reno-Tahoe Odyssey. I also enjoy hiking, snowshoeing, strength training, and yoga.

Psychological
I practice mindfulness regularly. I dedicate time and space for my personal values and activities that bring me joy, such as gardening, sharing quality time with others, and exploring the outdoors.

Intellectual
I am a lifelong learner and I enjoy deepening my understanding of financial planning topics through research and attending conferences and educational events.

Why I enjoy working at SFG

The Four Capital approach that applies to clients, other professionals, and our internal 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.