Alison L. Bach, CFP®

Financial Advisor

Phone: 717.975.8800

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As an original resident of Pittsburgh, PA, Ali graduated from the University of Pittsburgh with dual degrees in Finance and Marketing. Ali earned her CERTIFIED FINANCIAL PLANNER™ Certification in 2012 and is committed to helping her clients achieve their financial goals.  With more than 8 years of experience, she counsels her clients in the areas of retirement planning, estate planning, risk management, and tax planning.  She works closely with her clients to orchestrate and facilitate the implementation of customized plans and strategies.

Ali emphasizes the importance of having a plan.  As a CERTIFIED FINANCIAL PLANNER™, Ali works under a fiduciary responsibility.  A Fiduciary is defined by CFP Board as one who acts in utmost good faith, in a manner he or she believes to be in the best interest of the client.

 [ In the words of Warren Buffett, “Someone is sitting in the shade today because someone planted a tree a long time ago.” ]

Currently residing in Susquehanna Township, Ali is an active member of the Rotary Club of Harrisburg, through which she is involved in clean water initiatives in Haiti.  She also sits on the board of The Friends of the State Museum and Theatre Harrisburg, and she teaches financial literacy courses for local nonprofit organizations.  In her free time, Ali relaxes by playing the cello, an instrument that she has been playing since she was 8 years old.

Over the next few decades, Ali envisions herself increasing her involvement within the City of Harrisburg and directing her efforts to improve Harrisburg’s inner-city schools.

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