Alisa Schultz, CFP®

Financial Advisor

Estes Wealth Strategies, Raymond James

Quick 10!

#1 Tell us a bit about your business.

I am a Financial Advisor and CFP® with Estes Wealth Strategies in Fairfax, Virginia, and I work with women in transition.

#2 What is the most rewarding part of being a part of the financial advising industry?

Helping clients realize their goals and dreams.

#3 What is the most challenging part of working in the industry?

Bringing more women into this rewarding profession.

#4 Knowing what you know now, what career advice would you give your younger self?

Believe in yourself and never lose sight of your vision.

#5 What’s one way a female has positively influenced your professional or personal growth?

WLA Mentors and Mentees in my past cohort have been a great inspiration. One inspired me to pursue my CDFA (Certified Divorce Financial Analyst), which I am currently working toward, so I can better support women contemplating divorce.

#6 What skill, hobby, or practice brings you joy right now?

Tennis. It’s such a fun, social sport and keeps you on your toes physically and mentally.

#7 Describe a unique strength or superpower you have that rarely shows up on a résumé.

I never forget a face.

#8 What’s a daily or weekly ritual you rely on to feel grounded?

Meditation and yoga.

#9 What are three of your all-time favorite books?

• Atomic Habits by James Clear
• Educated by Tara Westover
• The Nightingale by Kristin Hannah

#10 If you could host a themed girls’ night, what would the theme be?

A paint party where everyone brings home their own canvas.