Alissa Todd, Financial Advisor | Personal CFO

Title: Financial Advisor | Personal CFO


I help ambitious female entrepreneurs build generational wealth so they can enjoy time freedom and financial freedom. I am a licensed financial advisor and investment fiduciary and I take my clients through our signature Personal CFO Process to help them reverse engineer their ideal lifestyle, identify gaps in their financial plan and protect them from potential train wrecks.

At The Wealth Consulting Group, we specialize in Sustainable (ESG) Investing where we combine profit and impact by investing in companies with the best Environmental, Social and Governance practices along with financial performance. As I like to describe it: an extra level of screening so you can align your dollars with your values!

I grew up in The Netherlands and Ireland before moving to the US and money was never a topic that was discussed or taught in my family or school. That's why I'm so passionate about spreading financial literacy because even though most people never learn how money, investing, debt, credit or taxes work, it impacts so may aspects of our lives.

Outside of business, I love to go to the beach, hike, try new happy hour spots, and practice yoga.

What I want to get from The Club is...

  • Networking with other ambitious female entrepreneurs.
  • Learn from experts outside the financial industry because I am in a lonely silo as a young woman in a male-dominated industry that has not evolved too much with digital marketing and help young advisors scale their business.

Comments are closed.