Broker Check
Alyssa McMahon

Alyssa McMahon

Managing Director / Security Income Planner

WHAT she does for our clients

Alyssa helps clients understand their financial picture so they can identify and achieve their dreams. She communicates in a way that clients feel empowered to take the right steps. Alyssa wants to not only find the right solutions for our clients but to make sure they understand them so they can feel confident in their plan.

WHEN she started

Alyssa started her career in Financial Planning in 2005 and never looked back. Prior to joining BPP, Alyssa spent 8 years at AEPG Wealth Management and 11 years at Prestige Wealth Management Group.

WHERE she went to school and what degrees she has

Alyssa graduated Montclair State with her Bachelors in Finance and Business Administration and obtained her MBA from Rutgers Business School. She holds the CFP® certification and is a CFA® charterholder. She holds the FINRA Series 63, 65 & 7 designations and her New Jersey Life Insurance license. She holds an NSSA® certificate which provides her with the knowledge to counsel clients on the best way to optimize their lifetime Social Security income.

WHY she does what she does

Alyssa really enjoys working with clients to setup their plan so they may meet their goals, whether it is retiring early, being able to spend more on travel, helping their grandchildren with education or planning for what happens to their money after they are gone.

FUN FACT

In her spare time, Alyssa enjoys spending time with her husband, and two children, watching movies, entertaining family and friends and taking care of their chickens & cows on their “hobby” farm.

Her favorite quote is “Someone is sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett