Alana Hall (CFP®)
Planning Specialties
I work best with clients and referrals who are:
- Business Owners prior to a liquidation event
- Executives leaving a corporate life
- Pre-Retirees within 5 years of retirement
- Widows / Widowers
Additional Information
As an Associate Advisor, Alana, works closely with clients to bring clarity and structure to their financial lives. She especially enjoys partnering with young professionals and those preparing for retirement or financial independence, helping them feel heard, understood, and confident in the decisions they’re making.
Alana discovered her passion for financial planning after co-creating a financial literacy series for residents in affordable housing, where she saw firsthand how accessible guidance can change lives. That experience ultimately led her to CCMI. Her work often focuses on cash flow systems, debt paydown strategies, and the behavioral side of money, leading with empathy, calm, and a grounded presence.
Raised on an alpaca farm at the base of Mount Rainier, Alana grew up with a strong work ethic and a love of the outdoors. She is an active member of the Junior League of San Diego and, outside of work, enjoys camping, playing ultimate frisbee, and spending as much time in the ocean as possible. She will always ask about your pets, is always looking for a good book recommendation, and has traveled to 17 countries so far.
NAPFA Start Date
December 11, 2025
Visit Website
Download vCard
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.