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Physical Location
San Diego, CA
Virtual Office

619-567-9306 x2


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About Alicia

I joined Planning Within Reach in February 2017 as a Financial Planner. Previously, I worked for a financial services tech start-up and a boutique wealth management firm. I have seven years of experience in the financial services industry.

I graduated from San Diego State University (SDSU) with a Bachelor of Science in Business Administration, specialization in Financial Services. I am an active member of the National Association of Personal Financial Advisors (NAPFA) and the San Diego Financial Advisors Network (SDFAN). I am licensed to use the CERTIFIED FINANCIAL PLANNER™ and CFP® marks by the Certified Financial Planner Board of Standards.

I grew up in San Jose, the Silicon Valley, and moved to San Diego in 2009. In my free time, I enjoy working out, playing with my adorable pup and anything involving cheese and bread.

I look forward to speaking with you.

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