Alison van Dyke
Cfp Professional at First & Main Financial
Based in San Francisco, United States
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Seniority
Staff
Department
Information Technology
Location
San Francisco
Industry
—
Company size
2
Contact information
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a•••••••@firstandmainfinancial.com
Phone
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Background
About Alison van Dyke
Engage and collaborate with clients as a CERTIFIED FINANCIAL PLANNER® professional, analyzing their personal finances and preparing comprehensive financial plans to help them make informed decisions and reach personal goals such as retirement, house purchases and education funding. Passionate about teaching young adults about personal finance. Advised, created content and provided financial tools for local high school student-led Personal Finance Club. Completed Next Gen Personal Finance coursework for the Distinguished Educator Certification Badge to teach high school students about personal finance. Experience in investment banking, specifically executing syndicated loans for large corporations. Political fundraiser for Presidential and lieutenant governor campaigns.
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