Alia Wagenhoffer, CFP®

SVP, Head of Advisory Technology

Alia Wagenhoffer is SVP, Head of Advisory Technology and in that role oversees all wealth management-specific technology utilized by Wealthspire. Previously she served as a financial advisor for over five years before combining her dedication to client service with her passion for driving efficiency through the use of technology. Today she is responsible for the strategic vision and implementation of all software and technology applications for Wealthspire, including developing and ensuring best practices, providing ongoing training and support to all users, and serving as the relationship manager between the firm and technology partners, custodians, and vendors. She works with advisors and department leaders to ensure the firm is optimizing its technology tools to best serve their clients. Her consistent management of various digital platforms, as well as her membership on the firm’s Operations Solutions Committee, ensures a high-quality, consistent advisor and client experience.

In addition, Alia manages the integrations for Wealthspire’s strategic acquisitions, including full-scale migrations and process integrations of the acquired firms’ CRM, performance reporting, trading, and financial planning applications.

In her spare time, Alia loves to travel, is an avid reader of fiction novels (especially historical fiction), and is a connoisseur of great food and new restaurants.

Previous Experience

  • Wealth Advisor at Bronfman Rothschild
  • Associate at Highline Wealth Management
  • Financial Planning Assistant at Wright Planning

Education & Credentials

  • BS, Virginia Polytechnic Institute and State University, Finance, summa cum laude
  • Certified Financial Planner
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.