Alisa Skatrud (CFA, CFP®, MPA)

Alisa Skatrud focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

NAPFA Start Date

January 10, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

154 Wells Ave, Ste 3 Newton, MA 02459 Phone: (617) 906-6716