Meet Alana
Since entering the financial services industry in 2012, Alana has become a trusted advisor in the community, leading retirement and tax planning workshops at local libraries, presenting educational webinars for her clients, and sharing her knowledge on Colorado Public Radio. She is passionate about making complex financial topics approachable and empowering people to make confident financial decisions.
Alana is a CERTIFIED FINANCIAL PLANNER™, professional with extensive experience in financial planning, retirement planning and tax strategy. She primarily works with busy professionals and retirees who value a long-term relationship and delegation to a professional. She strives to be her clients go to financial partner, for questions big or small. She understands the challenge of balancing today’s priorities with tomorrow’s goals and enjoys helping people build plans that allow them to save for the future while enjoying life today.
She has a particular passion for helping clients navigate tax complexity, including equity compensation, large pre-tax retirement balances or real estate portfolios. She also believes that financial education should be accessible to everyone. You can watch many of her recorded educational webinars here: https://www.bloomwealthadvisors.com/events/.
In her spare time, she is an avid skier, loves to cook and is obsessed with golf. She enjoys spending time with her husband Ian, their sons, Story and Henley and two labradoodles, Cruz and Katy. A lifelong Colorado native, she lives in her hometown of Louisville, CO where you’ll often find her enjoying the many events and activities in her small town.