Alyssa Yocom

Wealth Manager

Alyssa works with SFG’s wealth management team to deliver wealth management services to clients. She prepares Four Capitals Plans, researches financial planning topics, and coordinates client meetings. Alyssa is a member of the National Association of Personal Financial Advisors (NAPFA), the Estate Planning Council of Northern Nevada, and the Community Foundation of Western Nevada’s Professional Advisors Council.

Alyssa Yocom

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 volunteering. She leads SFG's community service efforts including caroling at the VA Hospital and providing home cooked meals for the Ronald McDonald House. 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

Bachelor of Science - Business Administration
Master of Science - Personal Financial Planning
CFP®

Years of Experience

5 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 and enjoy running, hiking, strength training, and yoga. I am currently training for a half-marathon.

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 opting outside.

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.