THE PEOPLE

ALINA MISKA CARLSON, CFP®

FINANCIAL Planner

Joined Cannell & Spears in 2016.

Alina is a CERTIFIED FINANCIAL PLANNER™ professional and is responsible for the financial planning done at the Firm. During the planning process, she works closely with clients to learn about both their personal and financial objectives to get a better sense of their financial picture. While each financial plan is tailored, Alina has worked on scenarios related to retirement, home purchases, education and other life changes. She works closely with the Firm’s Portfolio Managers to ensure that client assets are invested in a way to help them reach their financial goals. Alina also assists clients with their budgeting, and with the support of planning software, is able to provide robust insights into spending habits.

Alina particularly enjoys working on financial planning because it is the convergence of getting know clients personally, creating custom plans for them and taking the steps to put those plans into motion.

Prior to joining the Firm, Alina was a Client Administration Associate at The Permal Group, now EnTrust Global. While there, she coordinated the onboarding and maintenance of funds and direct client accounts across the firm.

Alina received a BA in Economics from St. Lawrence University.

Registered Representative of Foreside Fund Services LLC, which is not affiliated with Cannell & Spears or its affiliates: https://brokercheck.finra.org/individual/summary/7408148