Alissa Marie Garcia
Investment adviser representative at Schneider Downs Wealth Management Advisors, LP
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Schneider Downs Wealth Management Advisors, LPFeb 2018 to now
- Schneider Downs Wealth Managment Advisors, LPJan 2018 to now
- Pathways of SwpaApr 2012 to now
- Curly Willow IncAug 2010 to now
- Covenant Church of PittsburghJul 2017 to Sep 2018
- Oakmont Capital Management, LLCNov 2016 to Jan 2018
- University of PittsburghMay 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Schneider Downs Wealth Management Advisors, LP
$3.3BAssets managed
786Clients
22Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6339233
- Firm CRD
- 128591