Senior Administrative Assistant
Alda provides administrative support to the firm. She works with the lead advisors and financial planners to schedule their time and to help ensure that we are meeting with and talking with each client regularly and periodically. In addition, she supports the accounting department. She has been a notary public of the common law since 2016.
Alda is a native San Franciscan and has been with the firm since 1995. In her free time, Alda enjoys traveling, reading and spending time with her nephews.