Senior Financial Planner
Certified Financial Planner (CFP®)
Enrolled Agent (EA)
California State University, Fullerton, B.S., Accounting
Alina grew up in Nicaragua and moved to the United States when she was 10 years old. She holds a Bachelor of Science in Accounting from California State University, Fullerton and completed her CFP coursework at University of California, Los Angeles (UCLA). Alina is part of the Financial Literacy Committee, led by EP Wealth’s Investing in Women. She loves being able to teach kids about Financial Planning and believes it is very important for kids to learn about money at an early age. Additionally, she hopes to extend Financial Literacy presentations to reach the Spanish Speaking community. Her next goal is to attain the Chartered Special Needs Consultant designation in hopes of helping families with special needs family members better plan for the future. Prior to joining EP Wealth Advisors, she spent 4 years working in Human Resources Management. In her free time, she enjoys making any kind of DIY project, baking, and cooking. She currently lives in Carson, California with her husband and son.
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