Allison Vanaski (CFP®)

Allison Vanaski focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Allie finds strength in helping women so they can feel confident and liberated as they build their career and plan for their future.  

Additional Information

Allison is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been working on Wall Street since 2005 and joined the Arcadia team in 2012. 

Allison holds a Bachelor Degree in Finance from Villanova University, with a minor in communication. She was captain of the Varsity Softball team at Villanova and President of the Student Athlete Advisory Committee.

Allie grew up in Smithtown, Long Island, and lives Rockville Centre, NY with her husband Scott and her baby boy Cooper. She enjoys spending time with her family, playing co-ed sports and traveling.

NAPFA Start Date

June 18, 2015

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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

10 Edgewood Ave Smithtown, NY 11787-2722 Phone: (631) 549-5400

Other Offices

240 E 39th St Apt 8A New York, NY 10016-7221 Phone: (646) 290-8847