Alyssa M. Heron, CFP®
Alyssa joined the firm in 2020 and currently serves in the position of Financial Planner. In this role, Alyssa works closely with the team’s Financial Planners and Wealth Advisors to assist them in a wide range of client matters.
Alyssa graduated Summa Cum Laude from Temple University’s Fox School of Business, earning a Bachelor of Business Administration with concentrations in Financial Planning and Legal Studies.
Alyssa currently resides in Philadelphia, PA.
• Certified Financial Planner (CFP®)
PROFESSIONAL ORGANIZATION AFFILIATIONS:
• Financial Planning Association (FPA) – Member
• Beta Gamma Sigma