Alissa Wickliff
Private Wealth Manager
Alissa Wickliff is a Private Wealth Manager in E.A. Buck Financial Services’ Honolulu office. She brings a strong foundation in financial services to her role, combining her bachelor’s degree in financial economics from Western Washington University with professional experience in accounting and tax. Prior to transitioning into wealth management, Alissa served as a Tax Associate with the E.A. Buck Accounting & Tax Services team, where she worked directly with individuals and businesses to understand their unique needs and provide personalized support. Her tax background gives her a valuable perspective on the many financial considerations that can be part of a client’s broader financial picture.
Alissa takes a collaborative, client-focused approach to her work and values building strong relationships grounded in understanding each client’s individual goals and priorities. Originally from Washington, she has called Oahu home for nearly three years. Alissa holds her SIE, Series 7, Series 66, and Life & Health licenses and is fluent in Russian.