Alaina Gilbert (CFP®, CPWA®)

Alaina Gilbert focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Alaina hails from upstate NY (closer to Canada than to New York City, as she will quickly tell you!) where she was active in music, sports, and 4-H.

Alaina graduated summa cum laude from Lafayette College in Easton, PA with a double-major in Economics & Business and Spanish. After braving midtown Manhattan for a year with BDO Consulting, Alaina returned to upstate NY where she worked with families of Market Street Trust Company, a multi-family office. It was at Market Street where she honed her wealth management skills and witnessed firsthand the importance of financial education, a cause that remains meaningful to Alaina both personally and professionally.

Alaina currently serves on the Northeast/Mid-Atlantic Region (NEMA) Board of Directors for the National Association of Personal Financial Advisors (NAPFA). In her spare time, you will find Alaina playing the saxophone, running, traveling, or enjoying a good cup of coffee.

NAPFA Start Date

February 11, 2021


This Office

6464 Lower York Rd New Hope, PA 18938-9654 Phone: (267) 983-6400 Fax: (888) 753-8777