Allie DiMauro, CFP®, AEP®
Designations and Licenses
Allie is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner® designee.
Experience and Education
Allie provides comprehensive wealth management solutions to individuals and families, focusing on the areas of financial planning, tax planning, estate planning and portfolio management. She has a specialized interest in helping women through life transitions, such as the death of a spouse or a divorce, and over 20 years of wealth management experience.
Prior to joining Mariner Wealth Advisors, Allie was a senior wealth advisor at GYL Financial Synergies. Before that, she was a client advisor at Round Table Wealth Management.
Allie has a bachelor’s degree from the State University of New York at Cortland and a graduate certificate in estate planning and taxation from the Irwin Graduate School of the American College.
Away from the office, Allie enjoys skiing, snowmobiling, yoga and exercise.