Allie Branca,

"Financial planning is crucial for families and business owners. I've experienced the financial chaos of a death in the family without a plan and I will do whatever I can to keep our clients from going through it," says Allie Branca.

A thoughtful, attentive advisor, Allie's underlying mission is to develop, implement, and review customized plans for her clients based on their goals and risk tolerance. Allie is dedicated to assisting her clients in meeting their financial and lifestyle goals, and she aspires to treat each client like he or she is the only client she has.

Allie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, so you can be sure that she provides expert and professional financial planning services. To earn the CFP® designation Allie had to complete an approved educational program pass a rigorous examination and meet stringent experience requirements. Allie also adheres to a professional Code of Ethics and she fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends

Allie graduated from the University of Iowa with a BBA in Finance.

As a Rockford native, the community is very important to Allie. She is a member of the Junior League of Rockford and sits on the Board of Directors for the Northern Illinois Hospice Foundation.

When she is not working with clients, Allie enjoys spending time with her husband, Ben, reading, bike riding, and playing with her French bulldog, Charlie.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.