Alana Hall

Alana Hall Email and Phone Number

CFP Candidate with experience in the Financial and Wealth Management sector. @ Creative Capital Management Investments LLC (CCMI)
Alana Hall's Location
San Diego, California, United States, United States
About Alana Hall

I discovered my passion for financial planning while creating a comprehensive financial literacy series for the residents of DNDA's affordable housing. Currently pursuing my CFP (Certified Financial Planner) certification, I work as a paraplanner/associate advisor at CCMI, where I assist clients in achieving their financial goals.My mission is to democratize wealth by providing access to financial planning for everyone. I am actively seeking a mentor or a study group to further enhance my expertise. If you're interested in sharing your experiences, let's connect!Outside of work, you'll find me immersing myself in the Spanish language, exploring new recipes in the kitchen, or catching waves while surfing.

Alana Hall's Current Company Details
Creative Capital Management Investments LLC (CCMI)

Creative Capital Management Investments Llc (Ccmi)

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CFP Candidate with experience in the Financial and Wealth Management sector.
Alana Hall Work Experience Details
  • Creative Capital Management Investments Llc (Ccmi)
    Paraplanner/Associate Advisor
    Creative Capital Management Investments Llc (Ccmi) Apr 2023 - Present
    San Diego, California, Us
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  • Abacus Wealth Partners
    Associate Financial Advisor
    Abacus Wealth Partners Jul 2022 - Feb 2023
    Santa Monica, California, Us
    View
  • Financial Haus
    Practice Coordinator
    Financial Haus Jan 2022 - Jun 2022
    Supporting Financial Haus Founders with financial analysis and prospecting
    View
  • Delridge Neighborhoods Development Association
    Resident Services Coordinator
    Delridge Neighborhoods Development Association Dec 2019 - Jun 2021
    Seattle, Wa, Us
    Created first Resident Services program to support residents of affordable housing.
    View
  • Bellingham Youth Ultimate
    Program Coordinator
    Bellingham Youth Ultimate Feb 2019 - Jul 2019
    Created and managed the training curriculum for coaches and participants for all enrichment programs.
  • Discnw
    Coach
    Discnw Jun 2018 - Jul 2019
    Seattle, Us
    - Led a group of 10-20 youth players for the assigned program.
    View

Alana Hall Education Details

  • Uc Berkeley Extension
    Uc Berkeley Extension
    Certificate Program In Personal Financial Planning
  • Western Washington University
    Western Washington University
    Political Science
  • Universitat Autònoma De Barcelona
    Universitat Autònoma De Barcelona
    International Economics/Spanish

Frequently Asked Questions about Alana Hall

What company does Alana Hall work for?

Alana Hall works for Creative Capital Management Investments Llc (Ccmi)

What is Alana Hall's role at the current company?

Alana Hall's current role is CFP Candidate with experience in the Financial and Wealth Management sector..

What schools did Alana Hall attend?

Alana Hall attended Uc Berkeley Extension, Western Washington University, Universitat Autònoma De Barcelona.

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