Alina Leon

Alina Leon CERTIFIED FINANCIAL PLANNER™ Candidate

Client Services Associate

Alina is here to welcome you at our office and help with administrative items. Prior to joining our team, she was a Sales and Service Manager at a local credit union. Alina’s five plus years of banking, management, and client relationship experience make her a wonderful addition to the team at BFP.

Alina believes that education is one of the most powerful things in life. Previously, she helped organize and teach a financial education class for local businesses. She is excited for the mentorship from other Beacon CFP®s as she is groomed to become one herself.

Alina passed the CFP® Exam in July 2021. She looks forward to assisting the Beacon team as a paraplanner as she continues towards her CERTIFIED FINANCIAL PLANNER™ designation.

A strong community advocate, Alina enjoys volunteering opportunities. She participates in Housing Assistance Corporation (HAC) Big Fix-a-Thon and the Orleans Chamber of Commerce’s Santa Stampede 5K and Family Fun Run.

Alina lives in Centerville with her husband Joseph and their cute cat, Coco. She also enjoys long, peaceful beach walks, painting, reading books and spending time with her family and friends.