Alison Hall is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and graduated with a bachelor’s degree in business administration in 2008.
As the financial planning director at Atlas, Alison oversees the planning process, ensuring all plans are accurate, relevant to the client’s needs, and actionable.
Alison had a modest upbringing and seeing people she cares about struggle financially was painful. She set out to help by arming herself with an education. Soon after graduating from university in 2008, Alison was introduced to the fee-only model. As an empath, it was imperative this be how she moved forward—as a fiduciary—always acting in the client’s best interest.
When the opportunity in personal finance presented itself, she jumped in feet first and began learning the ins-and-outs of what is now Atlas Fiduciary Financial.
As her career in finance evolved, it had become apparent that Alison’s propensity to organize information, overt attention to detail, and critical thinking skills were key strengths for a financial planner. After passing the Series 65, proving an established familiarity with the extensive rules and regulations that accompany the finance world, Alison honed her skills further, completing the CFP® certification process at Fairleigh Dickinson University and passing the comprehensive, 10-hour exam to become a CERTIFIED FINANCIAL PLANNER™.
Over the last decade+ in the industry, Alison has educated & advised hundreds of clients and continues to find purpose in helping individuals gain understanding of their finances and actualize their goals.
Alison relocated to sunny Sarasota, Florida in 2020. In her spare time, she can be found playing with her bulldog, baking, and kayaking with her husband.
Education & Certifications
- Rider University, B.S., Business Administration (2008)
- Series 65
- Financial Paraplanner Qualified Professional
- CERTIFIED FINANCIAL PLANNER™ (CFP®) (2014)
- Member, NAPFA