Jennifer Luzzatto, CFA, CFP®, AIF®, CeFT®
Jennifer began her career in the financial services industry more than 30 years ago as a fixed-income trader in a regional brokerage firm. This background paved the way for her to join a commercial bank where she managed personal trust accounts, institutional portfolios, and a municipal bond mutual fund. In 1999, Jennifer founded Summit Financial Partners, a fee-only financial planning and investment advisory firm located in Richmond, Virginia, her home for over 35 years. Jennifer now serves as Strathmore Capital's Director of Trading, as well as a Financial Advisor and Partner of the firm.
Along the way, Jennifer earned two of the industry’s highly regarded designations: CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED FINANCIAL ANALYST™ (CFA®). CFP professionals have met extensive training and experience requirements and take a personalized approach to bringing all of the pieces of a client’s financial life together. The CFA designation is regarded by many to be the key certification for investment professionals which measures the competence of financial analysts.
By earning both of these industry designations, Jennifer is in a position to thoroughly help clients through all aspects of financial planning, including coordinating investments to be in alignment with financial goals.
After almost 26 years of marriage, Jennifer’s first husband lost his battle with Leukemia. Experiencing this loss has given Jennifer a unique insight into helping clients deal with loss; whether the loss of a spouse or child, loss of a marriage through divorce, or loss of a job, whether chosen by retirement or not by choice.
Inspired by her personal experience and informed by three decades in the financial services industry, Jennifer wrote Inheriting Chaos with Compassion to help readers get through the tangled financial legacy a loved one may have left behind.
Jennifer recently got married to a wonderful man and is enjoying the craziness that comes with her new marriage, raising a teenage daughter, trying to keep her 13 pound All American breed dog from ruling the house, and keeping up with the rest of her family and friends. She is also involved in her church and other community organizations like the City of Richmond Police Pension Board. Her favorite place to recharge is her back porch with a book or by gathering with her family and friends.
Education:
- B.A. in Psychology, University of Richmond, 1986
- Chartered Financial Analyst (CFA), 1999
- Masters of Business Administration, University of Richmond, 2000
- Certified Financial Planner (CFP®), 2000
- NAPFA Registered Financial Advisor, 2005
- Accredited Investment Fiduciary® (AIF®), 2023
- Certified Financial Transitionist® (CeFT®), 2024
Alishia DuBois
Alishia DuBois is a Financial Advisor at Strathmore Capital Advisors, where she is dedicated to helping individuals and families build, manage, and preserve their wealth with clarity and confidence. She takes a relationship-driven approach to financial planning, working closely with clients to simplify complex decisions and create thoughtful strategies aligned with their goals and priorities.
With a passion for making financial planning approachable, Alishia focuses on guiding clients through life’s transitions and helping them feel supported every step of the way. She believes that strong relationships are the foundation of successful financial outcomes and is committed to providing personalized, attentive service tailored to each client’s unique situation.
Alishia brings a well-rounded background in financial planning and wealth management. She began her career as an intern at Summit Financial Partners in Glen Allen, Virginia, followed by her role as a financial planning resident at Yeske Buie in Vienna, Virginia, where she developed a strong foundation in comprehensive planning. She later joined Bernhardt Wealth Management in McLean, Virginia—subsequently becoming part of Modera Wealth Management—where she supported client relationships and planning work and was promoted to Financial Advisor.
A Richmond, Virginia native, Alishia recently returned to the area and is proud to serve the community she calls home. She earned her degree in Applied Economic Management with a concentration in Financial Planning from Virginia Tech, along with minors in Business and Leadership. She earned her CFP® certification in 2022 and remains an active member of the Financial Planning Association; she served on the Board of Directors for the National Capital Area chapter for five years.
What drew Alishia to Strathmore Capital Advisors was its emphasis on meaningful client relationships. She is passionate about helping clients think through important financial decisions and easing the pressure that often comes with them so they can move forward with confidence and peace of mind.
Outside of the office, Alishia enjoys staying connected to the Richmond community and spending time with family, friends, and her two four-leggeds, Hank and Lucy.
