Paladin Wealth Partners

Categories

Financial Services

About Us

Veteran-Owned, independent wealth management firm providing financial planning, wealth management and retirement income planning for individuals, families, business owners & company retirement plans.

Alison primarily works with professional women to manage their investments and develop a financial plan to assess their specific needs. Whether it is navigating the financial challenges of a divorce, the loss of a loved one, owning a business, or saving for retirement – Ali is eager to work with women and help provide them with better outcomes. She has been in the industry for about 5 years now, and her team at Paladin Wealth Partners has over 100 years of experience combined. Alison holds her Chartered Retirement Planning Counselor®, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist® designation. She is pursuing her MBA with Springfield College. Alison feels honored to be a part of the growing number of women in the investment services field. Originally from Longmeadow, Massachusetts, Alison recently left Weehawken, New Jersey, to move back to her hometown. She enjoys yoga, hiking, skiing, and being an active member of her community through volunteering.

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