Club Meeting: Making Your Money Last for Life

Financial advisor Alicia Itzaina will discuss factors to consider so that retirement income will last through your lifetime.

The Rotary Club of Wilsonville meets weekly Thursdays at noon to carry out its purpose of providing service and fellowship to members and the Wilsonville community. The club is holding hybrid “Virtual In Person” (VIP) meetings. Attend in person (if masked or vaccinated) at Al Kader Shrine Center, or attend virtually over Zoom at http://www.tinyurl.com/Rotary97070. Guests are welcome. For more information, email president@wilsonvillerotary.com.

Alicia is a Financial Advisor at Capstone Wealth Advisors. Alicia has been in the financial industry since 2006, starting in banking. She officially began to work in the capacity of Financial Advisor in 2017. Alicia remembers all too well the difficulty of understanding how to prepare for college when no one in the family has gone before. 

A pivotal and defining moment in her financial career came during the Great Recession of 2008. During that time, she witnessed how good financial advice could greatly improve a client’s quality of life in times of financial uncertainty. This is also when she became fascinated with the concept of behavioral finance, the study of the influence of psychology on the behavior of investors. By coupling her years of financial industry experience with her understanding of the psychology of money, she helps clients reach their financial goals, maximize their portfolios, and most importantly, manage risk.

When she is not serving clients, she enjoys giving back to the community and you will often find her spending time outdoors biking, hiking, kayaking, camping, and fishing. She and her husband, Blaze, have two Rottweiler pups, Odin and Eisa.