Alison Pettine joined Secure Planning Group, LLC as a Wealth Advisor in 2016. She is passionate about empowering women entrepreneurs, business owners, and executives to be financially proactive.
As part of educating women, Alison enjoys giving financial workshops on the topics of college, protection and retirement planning to women’s employee resource groups in the Greater Philadelphia Area. She has a passion for giving them the tools and knowledge to make stronger financial decisions. Her ideal client is one that is driven towards making positive changes for their financial future.
Her love for education, finance, and helping people started during her career at Gettysburg College when she graduated with a major in business management and a minor in Spanish. She received further financial education from American College of Financial Services obtaining her ChFC, Chartered Financial Consultant designation in 2017 and her CLF, Chartered Leadership Fellow designation in 2010.
Using her 10+ years of advisor experience and education from The American College, Alison has become the point person at Secure Planning Group, LLC to educate its large and growing female base of clients to first understand their financial place in the world and then motivate them to be self-supporting and independent.