Aletta Marsans, CFP®, ChFC®
Vice President, Wealth Advisor
- 8+
- Years of
Experience
- 6+
- Months at First
Manhattan
Aletta Marsans, CFP®, ChFC® is a Vice President and Wealth Advisor with eight years of industry experience. She works closely with the Groveman Group to provide clients with customized and creative solutions to help them prioritize and reach their financial goals and wealth needs.
Prior to joining First Manhattan in 2024, Aletta was a Director of Investments at Buffum Wealth Management, where she provided clients with detailed financial planning analyses and recommendations regarding their wealth building and overall financial strategies. During her tenure at Buffum, the team made the Forbes lists of Best In-State Advisors NY (2023, #15) and Top Financial Security Professionals (2022, #23). Previously, she was a Financial Planning Director at Morgan Stanley Wealth Management and at Northwestern Mutual Wealth Management.
Aletta holds an MSL in International Taxation from Georgetown University Law Center and a BS in Business Administration from Boston University Questrom School of Management. She also earned Certificates in Alternative Investments and Disruptive Strategy from Harvard Business School. She is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and holds her Series 7, 66, and 63 FINRA licenses, as well as a variable/life, accident and health insurance license.
Aletta is a triple citizen of the USA, Spain, and Uruguay and is fluent in English, Spanish, Italian and French.