aLana hall, CFP^®

ASSOCIATE ADVISOR

As an Associate Advisor, Alana Hall, CFP^®, works closely with clients to bring clarity and structure to their financial lives. She especially enjoys partnering with young professionals and those preparing for retirement or financial independence, helping them feel heard, understood, and confident in the decisions they’re making.

Alana discovered her passion for financial planning after co-creating a financial literacy series for residents in affordable housing, where she saw firsthand how accessible guidance can change lives. That experience inspired her to pursue the CFP^® certification and ultimately led her to CCMI. Her work often focuses on cash flow systems, debt paydown strategies, and the behavioral side of money, leading with empathy, calm, and a grounded presence.

Raised on an alpaca farm at the base of Mount Rainier, Alana grew up with a strong work ethic and a love of the outdoors. She is an active member of the Junior League of San Diego and, outside of work, enjoys camping, playing ultimate frisbee, and spending as much time in the ocean as possible. She will always ask about your pets, is always looking for a good book recommendation, and has traveled to 17 countries so far.