Alissa Kroeger, CFP®, CAIA®, recently joined Lindsey and Lindsey Wealth Management. Most recently she worked in corporate finance serving individual clients as a Financial Consultant for Fidelity Investments. Prior to working directly with clients, Alissa utilized her expertise in wholesaling and distribution for various Alternative Investments ranging from: Hedge Funds, Managed Futures, Private Equity, and Real Estate Investments Trusts. As part of a multiple capital raises, she has helped in raising over $4 Billion in assets under management.
Alissa received her Bachelor degree in Economics from San Diego State University. She currently holds the following securities licenses: Series 7, 65, 66. In addition she is also a Certified Financial Planner™ professional and obtained her CAIA® designation in 2016.
In 2012, Alissa decided to drop the Lindsey last name and officially become a Kroeger. Since then, she and her husband, John, have had two children, Jackson (4) and Camdyn (1) as well as their Weimaraner, Mumford. After living in San Diego for about 14 years, she and her family have returned to her hometown of Moorpark to live close to her family (neighbors, actually). Alissa enjoys cooking, interior design, running half marathons, and spending time with the people she loves.