Alissa Avalos

Client Service Associate

Alissa Avalos is a Client Service Associate at Legacy Roots Wealth Management, bringing a strong background in data analysis, accuracy, and confidentiality to her role. She joined the firm in 2024 after working as a data analyst for a police department, where she supported the organization and management of critical information in a public service environment.

Alissa’s experience required a high level of responsibility, discretion, and attention to detail—skills that translate seamlessly into supporting clients and maintaining operational excellence within the firm. After spending seven years living and working in Washington, she recently returned to California, bringing with her a broadened perspective and adaptability shaped by diverse professional and personal experiences.

She values meaningful relationships and shares her home with her fiancé and their spoiled mini dachshund. An avid traveler, Alissa enjoys exploring new places and cultures, viewing travel as both inspiration and an opportunity for personal growth.