Lissette Almanzar, CFP^®

My parents have always been industrious and hard-working people. They moved our family to this country to provide for us. The sacrifices they made and the opportunities they gave me are a privilege I don't take for granted. It has molded me into a problem solver with an initiative to get things done and a firm belief that I can face any challenge.

Lissette Almanzar is the Associate Director at ALINE Wealth. In this role, Lissette spearheads cross-functional strategies to ultimately elevate the ALINE Wealth client experience. She works closely with clients and advisors to create, implement, and monitor complex and holistic financial plans. Lissette is dedicated to developing streamlined processes that help identify potential gaps and opportunities for our clients. Additionally, she heads ALINE's marketing and client experience initiatives, driving efforts to enhance client engagement and deliver singular value.

Lissette has several years of experience in client services within the financial sector and previously worked in banking. Her diverse professional background additionally includes marketing research, marketing strategy, social media, and content creation.

She earned her Bachelor of Science and her Master of Business Administration from Stony Brook University in New York. Lissette has also attained the CERTIFIED FINANCIAL PLANNER^® certification and holds the Series 7 and 66 licenses.

Lissette was born in the Dominican Republic and is fluent in Spanish. She is an avid sports fan and enjoys remaining active and traveling whenever she can.