" My greatest reward comes from walking through life’s ups and downs with people – helping them to realize their potential, despite limitations, and to achieve their goals. "

Alissa M. Garcia, CFP®

Alissa has 4 years of experience in the financial services industry, and has developed and maintained relationships with high-net worth individuals, as well as with non-profit organizations. Prior to entering the financial services industry, her career experience includes national, state, and local political campaigns, and issue advocacy organizations. On the surface it is difficult to see how those two career paths could intersect, but she has combined her natural and developed skills into to a three-pronged position at Schneider Downs Wealth Management Advisors. As a problem solver, Alissa is heavily involved in the financial planning process, and is responsible for advising her own clients, and also serves as a support advisor to the other Investment Relationship Managers and the CEO. Most recently, Alissa has redesigned the SDWMA website, and has developed a marketing management role, building and implementing a marketing plan from the ground up.

Alissa lives in the North Hills of Pittsburgh with her husband, Dan, their stepdaughter, and their two Chihuahuas, Willie and Stella. She enjoys hiking and outdoor activities, travelling and experiencing new cultures and adventures with her family, and trying new restaurants.

Professional Licenses & Designations

CERTIFIED FINANCIAL PLANNER™ Practitioner

Education

B.S. in Business, Geneva College

Master of Public & International Affairs, University of Pittsburgh

Memberships and Associations

Member, Financial Planning Association (FPA)

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876