Alisa Schultz has 14 years’ experience in the financial and wealth management services industry, advising clients on retirement planning, financial planning, estate planning, and investment portfolio management.
Alisa is a CERTIFIED FINANCIAL PLANNER™ professional, a designation that represents standards of excellence for financial planning based on three pillars: Education, Experience, and Ethics. She holds her General Securities Representative license (Series 7) and is a licensed life insurance and annuity producer.
Alisa is a trustee for McLean Community Foundation, where she helps improve life and work in McLean, Virginia through investment in the community and local nonprofits. She is also a member of New Dominion Women’s Club and is their Reading is Fundamental Coordinator. Alisa lives with her husband, Alan, and has two young adult children. She loves playing tennis in her spare time, as well as traveling, reading, and yoga.
