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 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

Series 6
Series 65

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

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