Alyssa Yocom
CPWA®, CFP®
Schultz Financial Group, Inc.
Wealth Manager
Alyssa Yocom
CPWA®, CFP®
Schultz Financial Group, Inc.
Wealth Manager
What good is money without the health to enjoy it? The knowledge to protect and grow it? The peace of mind to share it? At SFG, we care as much about your dreams as your dollars. - Alyssa Yocom, CPWA®, CFP®
Fee-Only financial planner located in Reno, NV, serving clients locally and across the country
Alyssa Yocom is a Wealth Manager with Schultz Financial Group, Inc., a Reno, NV financial planning and wealth management firm. Schultz Financial Group, Inc. provides wealth management, investment management, and legacy planning to help high-net-worth families and individuals organize, grow and protect their assets through life’s transitions. Schultz Financial Group's clients typically have a net worth of $2 million or more. As a fee-only, fiduciary, and independent financial advisor, Alyssa Yocom is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Alyssa Yocom delivers wealth management services to clients by creating and updating financial and investment plans that cater to individual client goals and needs. Her education background places an emphasis on estate and tax planning for high-net-worth individuals and families and she enjoys working with first-generation wealth creators. She also leads the wealth management team in project implementation.
Raised by her grandparents in Sparks, NV, Alyssa attributes her strong work ethic and successes thus far to the way she was raised.
Her favorite childhood memories are the annual 4th of July trips to Lake Almanor, CA with her grandparents. This grew into her love of the outdoors and a passion for world travel. Alyssa enjoys memorializing her travels with outdoor photos of both nature and urban landscapes. While traveling here and abroad, she always visits an art museum, as she says this is one of the best ways to get a taste for the area's history and culture.
She graduated from the University of Nevada, Reno with a Bachelor of Science degree in Business Administration with majors in Finance and Economics. She also earned her Master’s Degree in Financial Planning. In addition to her CPWA® certification, Alyssa is also a CERTIFIED FINANCIAL PLANNER™ professional. Another life-long passion for Alyssa is community engagement. She is on the board of the Planned Giving Round Table of Northern Nevada and is also a member of the Estate Planning Council of Northern Nevada, the Community Foundation of Northern Nevada’s Professional Advisors Council, and the TEDxReno team.
When not working or traveling, Alyssa enjoys running, hiking, exploring, and spending time with her fiancé Derek and their Husky, Zoey.
Alyssa Yocom is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Schultz Financial Group Inc. (SFG) is a wealth management firm located in Reno, NV. Our approach to wealth management is different from many other wealth managers, financial advisors, and financial planners. Our team of fee-only fiduciaries strives to help our clients build their wealth across four capitals: Financial Matters, Physical Well-being, Psychological Space, and Intellectual Engagement. We provide family office and wealth management services to clients located in Nevada, California, and other states. If you’d like more information, please visit our website or reach out to us via our contact page.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Entrepreneurs
- Professionals (e.g., Doctors, Lawyers)
- Corporate Executives
- University Professors & Administrators
Working Together
- Virtual Meetings
- In-Office Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Alyssa Yocom is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Alyssa Yocom is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Alyssa Yocom is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Contact Alyssa Yocom
Office Locations:
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5190 Neil Road
Suite 450
Reno, NV 89502
