alisha

Alisha Mullin

Retirement Paraplanner

Alisha is a dedicated Retirement Paraplanner with a genuine passion for building meaningful relationships through her natural kindness and compassion. This quality shines through in every interaction, especially with the families and individuals we serve. Her ability to listen attentively allows her to truly understand their needs and provide thoughtful, personalized support throughout the retirement planning process.  

With a strong background in processing essential documents and analyzing data, Alisha plays an important role in the retirement journeys of the families and individuals we serve. She supports the preparation of paperwork and retirement strategies, working closely with our Retirement Planners to help develop comprehensive and customized plans through the RetireSecure Roadmap.   

She has earned the Retirement Income Certified Professional® (RICP®) designation. Alisha has also passed the Series 65 Uniform Investment Adviser Law Examination and is registered as an Investment Adviser Representative. She holds life and health insurance licenses. She has also passed the Series 6 FINRA examination. 

Outside of work, Alisha is an enthusiastic live music fan, with favorite concerts including REO Speedwagon, Phil Collins, and Greta Van Fleet. As a mother, she cherishes spending time with her young daughters, Liliana and Maisy, enjoying long walks and exploring parks together. 

Alisha Mullin's Designations & Licenses

Retirement Income Certified Professional® (RICP®)

The RICP® certification is a voluntary certification: no federal or state law or regulation requires Investment Adviser Representatives to hold RICP® certification.

An RICP® designee is trained to understand how to structure effective retirement income plans, how to mitigate risks to the plan and how to create a sustainable stream of income to last through a client’s retirement. They are educated in areas including: Social Security claiming, evaluating and addressing risks faced in retirement, choosing distributions from employer-sponsored plans, Medicare and other health insurance choices, planning for long-term care needs, choosing appropriate housing and income tax and legacy planning.

To attain the right to use the RICP® designation, an individual must satisfactorily fulfill the following requirements:

  • Experience – Three plus years of relevant work experience
  • Examination – Completion of three courses: retirement income process, strategies, and solutions; sources of retirement income; and managing a retirement income plan and pass a 100-question exam following the completion of each course.
  • Ethics – RICPs® must adhere to a code of ethics and meet continuing education and reporting requirements.
Series 6
The Series 6 license is the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities, and unit investment trusts (UITs). The Series 6 exam is 90 minutes long and covers information regarding packaged investments, securities regulations, and ethics. This license is also required for insurance agents that sell variable investment products.
Series 65
The Series 65 license is required for individuals providing financial advice on a non-commission basis. Financial planners, advisors, stockbrokers, and other registered representatives that provide investment advice for an hourly fee fall into this category. The exam is a 180-minute test covering the rules and regulations for registered investment advisors and various investment vehicles and disciplines, economics, ethics, and analysis.
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