Alisa Skatrud (CFA, CFP®, MPA)
Alisa Skatrud focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Special Needs Planning
- Women's Financial Planning Issues
- AUM
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
I specialize in investment management and customized financial planning for individuals and couples. I also have expertise in special needs planning and socially responsible investing.Additional Information
As an advisor, I am client-focused, responsive, and ethical. As an investor, I emphasize long-term investment horizons, low costs, disciplined asset allocation, and attention to risk as the keys to financial wellness. My goal is to bring you peace of mind about your financial life. Our services are best suited for those who have at least $500,000 in assets. Schedule a complimentary call at https://calendly.com/alisa-plumstreet/psa-introNAPFA Start Date
January 10, 2023
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