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Alishia Arezou Dubois is an Investment Advisor Representative at Modera Wealth Management, LLC. Alishia holds the Certified Financial Planner designation and has been in the industry for more than 5 years. Alishia has experience working with clients of all types, including individuals, families, businesses, and charities. Alishia provides a variety of financial planning services, including retirement planning, college savings planning, and investment management. She is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
11/17/2022 - Present
Modera Wealth Management, LLC (MCLEAN VA)
Active
Inactive
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