Alondra joined the team in April 2021 as our firm’s portfolio and client service administrator. Her primary responsibility is to assist David with monitoring investment managers and models. She also manages our client investment portal, helps clients with new account set up, maintenance and changes.
Alondra graduated from San Diego State University in May 2020 with a Bachelor of Science in Business Administration with an emphasis in Financial Services and, also holds the SDSU Certificate in Personal Financial Planning.
Born and raised in San Diego, Alondra has a passion for educating and helping people with their finances and plans to become a personal financial planner. Her hobbies and interests include traveling, hiking, camping, and spending time with her family.