Alyssa O’Neal joined Financial Foundations, Inc. in the summer of 2018, serving as the firm’s Paraplanner. She is a graduate of Towson University with a Bachelor of Science degree in Psychology with a minor in Business Administration. In addition, she received her Financial Paraplanner Qualified Professional™ (FPQP™) designation in November of 2019, which provides her with additional financial planning knowledge and experience to better serve clients.
Alyssa’s current role involves supporting financial planners by conducting research, preparing reports, ensuring compliance, and providing technical assistance to help deliver personalized financial advice. She also manages requests related to money movement.
In her spare time, Alyssa likes to spend time with family and friends. She is an animal lover and enjoys time outdoors whether it’s relaxing on the beach or hiking local trails. She likes to go to concerts, try new restaurants, and photography.