Alisa Garnek, CFP®, CDFA®, MSTFP
Senior Financial Planner
Request an Appointment | Contact Me | (610) 664-6100
Alisa Garnek holds the Certified Financial Planner™ designation as well as the Certified Divorce Financial Analyst (CDFA®) designation and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.