Alison Roth

Ali is an Advisor with AdvicePeriod. In this role, she is responsible for providing financial planning and investment support to our Advisory Team.

Prior to joining AdvicePeriod, Ali worked at two other wealth management firms in New York City that were geared towards providing comprehensive and objective financial planning advice to high-net-worth individuals and young professionals. Before entering the wealth management industry, she worked at a fixed income investment management firm in California as a Portfolio Analyst within the Core Bond strategy.

Ali graduated Magna Cum Laude from Loyola Marymount University in Los Angeles, where she received her Bachelor’s of Business Administration in Finance, with a second major in Economics. She holds the CFA® and CFP® designations.

In her free time, Ali enjoys reading, playing and watching sports, and spending time with family and friends.

Ready to learn more?

Let's be in touch