Alli Hershey, CFP®

Guidance @ Fruitful

Philadelphia, Pennsylvania, United States Contact Info
3K followers 500+ connections

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    Financial Planning and Financial Advisory

About

I merge technical expertise with emotional intelligence to guide clients towards realizing the wealth of their dreams. With my background, I am well-versed in the comprehensive spectrum of financial planning.

My passion lies in navigating the emotional dimensions of money. I understand that financial decisions are not just about numbers; they are deeply intertwined with emotions. I specialize in assisting clients in unraveling these emotions, ensuring that every financial decision is well-informed and aligned with their aspirations.

In my role, I don't just plan for financial futures; I support clients through the decision-making process. Together, we build a roadmap that not only secures their financial well-being but also addresses the emotional aspects, creating a holistic approach to wealth management.

Let's embark on a journey where your financial goals meet emotional fulfillment. I'm here to provide the expertise and empathy needed for a truly transformative wealth planning experience.

Activity

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Experience

  • Fruitful Graphic

    Financial Guide

    Fruitful

    - Present 2 months

  • Money Conscious Graphic

    Owner & Wealth Architect

    Money Conscious

    - 1 year 5 months

    Philadelphia, Pennsylvania, United States

    In my role, I don't just plan for financial futures; I support clients through the decision-making process. Together, we build a roadmap that not only secures their financial well-being but also addresses the emotional aspects, creating a holistic approach to wealth management.

  • Ellevest Graphic

    Financial Planner Consultant

    Ellevest

    - 1 year 1 month

    We're here to help women build wealth so that they can live the lives they want — because when women control their own money, everyone is better off.

  • ChroniFI Graphic

    Business Development Consultant

    ChroniFI

    - 4 months

    ChroniFI provides personal finance software that help clients simplify their finances by understanding them in terms of time instead of money.

    Not only am I helping build a software to help guide us to the next generation, I am actively using the software with my clients to ensure the best experience. Helping my peers in the industry is what I strive for.

  • Zenith Wealth Partners Graphic

    Lead Financial Planner

    Zenith Wealth Partners

    - 8 months

    Zenith Wealth Partners (Zenith) is a fee-only investment management and financial planning firm on a mission to combat racial, age based, and gender wealth inequality by delivering comprehensive, high quality, and accessible advice to individuals and organizations. We believe that wealth management does not begin only when a client has accumulated significant wealth. Managing and achieving wealth is an infinite journey. Zenith works together with its clients to evaluate the best financial…

    Zenith Wealth Partners (Zenith) is a fee-only investment management and financial planning firm on a mission to combat racial, age based, and gender wealth inequality by delivering comprehensive, high quality, and accessible advice to individuals and organizations. We believe that wealth management does not begin only when a client has accumulated significant wealth. Managing and achieving wealth is an infinite journey. Zenith works together with its clients to evaluate the best financial decisions while giving them back time and peace of mind.

  • Marshall Financial Group

    Marshall Financial Group

    6 years 1 month

    • Marshall Financial Group Graphic

      Wealth Advisor

      Marshall Financial Group

      - 3 years 1 month

      Philadelphia, Pennsylvania, United States

      Provided technical support for the Senior Wealth Advisor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development.

    • Marshall Financial Group Graphic

      Associate Advisor and Research Analyst/Trader

      Marshall Financial Group

      - 1 year

      Doylestown, Pennsylvania

      Provide support to Wealth Advisors as well as the Investment Department.

    • Marshall Financial (Doylestown, PA) Graphic

      Research Analyst & Trader

      Marshall Financial (Doylestown, PA)

      - 2 years 1 month

      Doylestown, PA

      Provide support to the Investment Team by assisting in the due diligence process, maintaining the investment database, tracking funds on the Marshall Asset Allocation Platform and producing various screenings and reports

      Responsibility for securities trading and provide support to Advisors as assigned

Education

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