Alina O. Leon, CFP®Client Advisor

Alina joined Crestwood in 2023 as a Client Advisor.

As a part of the Wealth Management Team at Crestwood, Alina works closely with clients on identifying their financial goals and building a holistic roadmap towards accomplishing them. It is Alina’s priority to provide exceptional client experience combined with professional expertise in various areas of the financial planning field.  

Alina is a seasoned financial professional with over a decade of experience in the financial services sector. Her career began in the banking industry, where she quickly climbed the ranks to management positions. Despite her success there, Alina realized that her passion was in the financial planning advisory role. She obtained her financial planning certificate through Boston University and is a CERTIFIED FINANCIAL PLANNER™. She enjoys building meaningful and lasting relationships with her clients while helping them to accomplish their financial goals.

Alina was born and raised in Ukraine. She has always been passionate about languages and communication, which led her to pursue a bachelor’s degree in linguistics. She speaks multiple languages and enjoys traveling to other countries where she can immerse herself in different cultures and learn about the world around her. 

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