Alissa Whittle, CPFA, BFA Financial Advisor

I was born in North Dakota, but I got out of the cold as soon as I could! I have a passion for helping others both personally and professionally. I specialize in assisting others plan for retirement, including leaving a legacy. I guide my clients in investing from building their nest egg, educating children and grandchildren, donating to charities, and having a distribution plan that they understand.  I enjoy volunteering and lead a Girl Scout troop, and have also helped with providing supplies for those rescued out of human trafficking situations. In 2019 I served on a mission trip in Bolivia and offered medical treatment to impoverished villages there. It has become my passion and my family and I have plans to return again. I love traveling and scuba diving. I love being part of the team, MountainTop Financial. Spring of 2022, I expanded our practice by relocating to Florida. I will continue with MountainTop Financial and our clients, and be back in Colorado regularly. Our plan is to be multiple generational to ensure this practice is around during the next century.