Alyssa Hon, CFP®, CDFA®
Financial Advisor
Alyssa Hon loves the personal connections she builds with clients as she assists in their financial planning. As a Financial Advisor, she helps prep for all client meetings, reviews financial plan projections, and completes trades on behalf of clients.
Alyssa is passionate about helping people but was initially unsure how her accounting and finance degrees could tie into her desire to be of service. A conversation with our Wealth Manager Dan Reiter, CFP®, CPA, inspired Alyssa to pursue financial planning as a career. She received her CERTIFIED FINANCIAL PLANNER™ (CFP®) mark so that she can really combine her passion for helping with her love for numbers.
A former Marine and cancer survivor, Alyssa enjoys spending time with her husband their twins and newest addition, Elli. She and her family love the outdoors and continue to make memories together at their home in Weston, Missouri, or taking a family trip to Colorado. As long as they’re together as a family, they are having fun.
Education and Certifications
- CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
- Certified Divorce Financial Analyst® (CDFA®), Institute for Divorce Financial Analysts®
- Certificate in Financial Planning, Park University
- Bachelor of Science, Accounting and Finance, Missouri Western State University
