Alessandra DiMauro (AEP, CFP®)

Alessandra DiMauro focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

I work closely with individuals and families to help them achieve their financial goals by advising on various aspects of wealth management including: comprehensive financial planning, asset allocation, and ongoing portfolio management. I particularly enjoy working with couples, as well as women undergoing a major life transition such as divorce or loss of spouse.

The connections and relationships built with my clients mean a great deal to me. I am fortunate to be part of a firm that allows me to employ an individualized approach to wealth management within a transparent fee-only structure with no product sales. Resnick Advisors has a long track-record of helping its clients invest and protect their wealth at various stages of life.

 

Additional Information

Allie brings over nineteen years of wealth management experience gained from the Private Banking Divisions of J.P. Morgan, Bank of America, and Union Bank of California, as well as spending five years as a Client Advisor with Round Table Services, LLC.

Allie holds the Certified Financial Planner™ and Accredited Estate Planner™ certifications. She also earned a Graduate Certificate in Estate Planning and Taxation from the Irwin Graduate School of the American College, as well as a Bachelor of Arts from Cortland College. She is currently a member of the Estate Planning Council of Lower Fairfield County and the Professional Advisors Council of the Fairfield County Community Foundation. Allie is a resident of Trumbull, CT, and in her spare time enjoys softball, tennis, golf, and yoga.

NAPFA Start Date

March 30, 2017

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This Office

20 Ketchum St Westport, CT 06880-5939 Phone: (203) 226-8262