Alyssa Neece is a Financial Planning Associate at Capital Squared Financial (CSF). Before joining CSF, they spent over a decade in the video production industry, which taught them valuable organizational, communication, and technology skills. Although they loved this work, Alyssa always felt a deeper purpose; a different way to help their community. They often found themself in between worlds: enjoying creativity and social interaction while also diving into spreadsheets. With their strengths in hand, they felt empowered to use technical solutions and planning to solve creative problems in a new way. After exploring options and talking to inspirational advisors, Alyssa decided to dedicate themself to a career in financial planning.

Looking back on their “money memories,” one that stands out is mentoring an intern in their previous role. At the end of her internship, she paused mid-conversation and asked Alyssa, “This isn’t related to video production, but what is a credit score?” They laughed and Alyssa gladly explained. This moment, along with many others when friends and family turned to them for financial guidance, confirmed their calling to be that resource for their community and now for CSF’s clients.

Prior to joining CSF, Alyssa spent thousands of hours training with The Boston Institute of Finance, Measure Twice Planners, and Amplified Planning. These programs taught them the foundations of high-touch financial planning, gave them hands-on experience crafting plans for diverse clients and equipped them with in-depth knowledge of cutting-edge financial planning software. This background makes Alyssa a strong asset to CSF in retirement and tax planning, as they gained expertise in Medicare, Long-Term Care, and tax-efficient investing techniques.

Working at a boutique firm like CSF is a dream come true for Alyssa. They wanted to deliver customized planning services and at CSF they get to do exactly that - helping a select group of clients, not only with their finances, but also with improving the quality of their lives. Alyssa loves doing work that makes a lasting impact, whether through comprehensive planning, solving complex client goals, or offering pro bono consulting to their community. They are also committed to ongoing professional development to provide excellent planning and to uphold the professional standard of being a fee-only fiduciary.

Fun Fact: In their free time, Alyssa enjoys acting, filmmaking, and playing music. They also love getting outdoors with their partner (Jessica), exploring Chicago, and playing with their cat (Finneas) and dog (Luna).