Vista Q&A with Alina Lee
What drew you to wealth management?
I studied finance with an emphasis on planning because I saw practical value in being able help my family and loved ones. However, my passion for the field really flared once I saw the tangible improvements in their lives. I was thrilled to learn that my technical skills in retirement planning, insurance, taxes, investments, and estate planning were not only practical, but could translate into helping people achieve what is truly important to them. The most rewarding part of my job is building relationships and guiding my clients through the financial impacts of life transitions.
Alina is a Wealth Advisor with over 12 years' experience in financial planning and wealth management.
She obtained her Series 7 and 63 with Raymond James Financial Services. In 2013, she joined a larger RIA firm and where she served as Director of Financial Planning for five years. Alina moved to Northern California in 2018 and joined Vista in 2019.
Alina graduated from Virginia Tech in Blacksburg, VA in 2009. She is a CERTIFIED FINANCIAL PLANNER™ professional and National Social Security Advisor.
BACK TO TEAM