Alissa Whittle, CPFA, BFA Financial Advisor

With a background in accounting, business management, and marketing, Alissa brings precision, professionalism, and passion to every client relationship. Based in the Florida Keys, she serves clients locally and across the country while maintaining strong ties to Colorado through regular visits. A seasoned volunteer and traveler, Alissa has a heart for both adventure and service.

Originally from North Dakota, Alissa traded the cold for the sunshine and coastal lifestyle of the Florida Keys. She is passionate about helping others both personally and professionally, specializing in retirement planning, wealth management, and legacy strategies. Alissa guides clients through every stage of the financial journey — from building a nest egg and funding education for children and grandchildren to charitable giving and creating a clear, understandable distribution plan for retirement.

Outside of her practice, Alissa is deeply committed to serving her community. She leads a Girl Scout troop and has supported initiatives providing supplies to survivors rescued from human trafficking situations. In 2019, she participated in a medical mission trip to Bolivia, helping provide care to underserved villages — an experience that continues to inspire her and her family’s plans for future missions.

When she is not working with clients or volunteering, Alissa enjoys pickleball, traveling, and scuba diving.