Alyssa McMahon

Ms. Alyssa McMahon is Certified Financial Planner at American Economic Planning Group, Inc. She assists clients with the process of establishing and achieving their personal and financial goals.
The process involves gathering data to access the client’s current and future income, expenses, assets and liabilities.
Next, developing and implementing a financial plan to maximize those resources to achieve the client’s both short-and long-term goals.
Finally, she monitors the progress of the client’s financial plan on an ongoing basis.
Ms. McMahon has been with AEPG for over 5 years.
Before joining our team, she was a financial analyst in the insurance industry, where she was responsible for analyzing the financial statements of both privately held and publicly traded companies.
Ms. McMahon holds a BS in Finance and Management Cum Laude from Montclair State University and received her MBA from Rutgers Business School.
She is a member of the New Jersey Financial Planning Association (FPA) and holds the Series 65 designation from FINRA.