We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Alicia Wall is an Associate, Wealth Analyst at Round Table Wealth Management. She is responsible for assisting with day-to-day client needs as well as providing financial planning and investment management analysis and support to the firm’s Wealth Advisors.
Alicia is a graduate of Colby College with a B.A. in American Studies. She completed the Financial Planning certificate courses at New York University and is a CERTIFIED FINANCIAL PLANNER™ professional. Alicia loves writing and enjoys Zumba and salsa dancing in her free time.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.