Your Fiduciary* Registered Investment Advisor & Candidate for CFP® Certification.
Providing Transparent Fiduciary Fee-Only Financial Planning **
*Always putting you first and **never earning money for assets under management, referral fees, commissions, nor selling insurance, annuities, or investment products.
Partnering With You, Providing Advice, A Plan, And Guidance Along Your Journey.
“I am passionate about empowering young adults and women with trusted fiduciary fee-only financial planning to amplify your wealth. I will listen to you, simplify your finances, and guide you to spend and invest wisely, reach short and long-term financial goals, and live the life you want.”
- Alissa Krasner Maizes, Esq.
To say Alissa has made an impact on my life is an understatement. She has made a profound impact. More than I ever anticipated when I first went searching for a financial advisor in January of 2023. This is where Alissa stands out from your average financial advisor or planner. She genuinely has her clients best interest at heart and wants to see you succeed in all aspects of life, not just with finances. Her dedication to her clients is unmatched and always comes ready with the tools you need to not only overcome any financial burden or stress you have, but empower you to make better financial decisions for the future. I am beyond grateful for her knowledge, patience, and guidance throughout this past year. Without a doubt, hiring her was one of the best decisions I've made for myself. I would not be where I'm at today without her. Wherever you may be in your financial journey, without a doubt, she is the one you want in your corner along the way. I cannot recommend Alissa enough.
Alissa is a true gem! She helped me overcome my fears of confronting my financial health, which is not an easy task! But Alissa did it with an inimitable combination of empathy, intelligence, and leadership. I am so grateful to be working with her, and through her guidance, for the first time in my life I feel as though I am in a positive relationship with my finances.
Favorite Bagels & Appetizers :
Sables - NYC
Favorite Ice Cream Shop: SOCO - Great Barrington, Massachusetts
Delray Beach, Florida
Favorite Ski Destination: Steamboat Springs, Colorado
Favorite Take Out Food: Sushi
Favorite Tomato Sauce: Rao's Homemade Roasted Garlic
Favorite City Activity:
Self-Guided Eating Tour
Growing Up In New York
LET'S FIND THE BEST WAY TO ENSURE YOU
ENJOY YOUR FAVORITE THINGS & LIVE THE LIFE YOU WANT.
I Prioritize Empowering You With Financial Advice, A Plan, And Guidance Along Your Journey To Live The Life You Want