Alana Salandy

Managing Director

Alana Salandy, CRPC®, is a Managing Director in the Tax Exempt Market, where they collaborate with leaders of Non-Profit organizations to enhance financial literacy and empower employees in financial planning. Previously, Alana held various roles at Fidelity Investments, including Regional Relationship Manager and Investment Consultant, alongside experience at Ameriprise Financial Services and Charles Schwab. Alana is currently pursuing a Bachelor of Business Administration in International Business at Berkeley College and a Certificate in Financial Planning from Pace University.

Location

Miami, United States

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