Alissa Kroeger, CFP®, CAIA®, CKA®
Partner | Certified Financial Planner™
Alissa (Lindsey) Kroeger, CFP®, CKA®, AEP®, CAIA®, BFA™, joined Lindsey & Lindsey Wealth Management and Ascent Wealth Management in 2018 and is a Partner in both firms. In addition to growing up in the industry, as her father, John, founded Lindsey and Lindsey and Ascent, she has actively worked in and been licensed since 2010. She began her career in the Insurance Services Department at Edward Jones in Tempe, AZ. This is where she became so passionate about providing insurance solutions to our clients. Prior to working directly with clients, Alissa utilized her expertise in wholesaling and distribution for various Alternative Investments ranging from: Hedge Funds, Managed Futures, Private Equity, and Real Estate Investment Trusts. As part of multiple capital raises, she has helped in raising over $4 Billion in assets under management.
Alissa received her bachelor’s degree in Economics from San Diego State University. Over the course of her career, Alissa has constantly strived to continue to grow and develop her expertise. As a result of her continuing education, she has become a Certified Financial Planner™ professional, Certified Kingdom Advisor®, Chartered Alternative Investment Analyst®, Accredited Estate Planner® and is a Behavioral Financial Advisor™. In addition, she holds the following securities licenses: Series 7, 65, 66.
In 2012, Alissa got married to her wonderful husband John. They have three children, Jackson (2014), Camdyn (2017) and Irelyn (2022). After living in San Diego for about 14 years, she and her family returned to her hometown of Moorpark to not only join the family business but to live closer to her family. Alissa enjoys cooking/baking, interior design, running half marathons, and spending time with the people she loves. John and Alissa are regular attendees at Godspeak Calvary Chapel in Newbury Park, CA where Alissa also volunteers in their Children’s ministry program.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, HI, ID, IL, KY, MD, MN, NV, NY, NC, ND, OK, OR, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.