Crestone is delighted to announce Alyssa Do has joined the Wealth Planning team as Executive Director. In this position, Alyssa works directly with high-net-worth individuals and their families on complex wealth planning issues such as trust, estate, philanthropic, and income tax planning. Alyssa serves on the Crestone Impact Committee, and is based in Crestone’s Los Angeles, CA office.
“I’m grateful for the opportunity to join Crestone - a team of dynamic and talented professionals,” said Do. “As we continue to deliver an exceptional experience, I look forward to helping our entrepreneurial clients and their families grow, preserve and successfully transfer their wealth.”
Alyssa earned her Doctor of Law from Glendale University and a Master of Laws in Taxation from the University of Alabama. She also received a Master of Business Administration in Finance from the University of Southern California and her Bachelor of Arts in Economics and Sociology from the University of California, Irvine.
Alyssa joins Crestone with substantial wealth management experience, most recently serving as the Managing Director of Wealth Planning at Boston Private, a leading wealth management, trust, and private banking provider. Alyssa also has experience as a Private Client Advisor and Wealth Planning Strategist at City National Bank, a premier financial service provider, and as a Regional Financial Planner at Wells Fargo. Crestone is pleased to have such a talented individual joining the Wealth Planning team.