Alison F. Wertz, CFP® CLU®

Financial Advisor
Executive Vice President
  • Alison Wertz is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the Chartered Life Underwriter® designation.
  • Member, National Equestrian Federation of the United States
  • Member, Executive Committee of Bill Few Associates, Inc.
Alison is part of the
Alison Wertz Advisory Team.

Alison came to the firm in 1996 after graduating from Michigan State University where she earned a bachelor’s degree in agricultural business.  As a financial advisor, she provides her clients with expertise in the areas of wealth management, insurance, tax planning, and estate planning.

Alison and her husband, Mike, reside on a 12-acre horse farm in Cecil Township with their son, Jamison, and daughter, Kendall.  Alison competes in regional hunter/jumper equestrian events and tends to her perennial flower gardens.

Contact Alison

North Hills Address
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, PA 15237
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228

For a no-obligation consultation

Contact Us