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Alison Stine, CFP®, RICP®

Alison Stine, CFP®, RICP®


Stine Wealth Management has a focus on putting clients first. Founder, Alison Stine, enjoys building long-term relationships with her clients and loves to see their plans unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to help them plan their financial futures. Alison has much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. Alison prides herself on educating her clients and communicating regularly and promptly.

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