Alyssa Jarman, CFP®, RICP®, CDFA®

The Women's Resource Group is dedicated to empowering others through financial education. Our mission is to educate and empower individuals on every day financial decisions for themselves and their families. We are passionate about the topic of how to manage finances in conjunction with family and business and connecting with the community through seminars, lunch and learns, and interactive discussions. I provide clients with planning for every life stage including: retirement planning, college funding, risk management, estate planning, investments*, asset allocation*, and business planning. I meet with clients personally to discuss and review goals and objectives. I then analyze and interpret those objectives to provide each client with a strategy that uniquely serves his or her short and long term goals. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. F-Squared Advisors does not accept time-sensitive, action-oriented messages or transaction orders, including orders to purchase or sell securities, via electronic mail. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Please visit www.f2advisors.com for full disclosures.