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Alisa Marie Selzer

Financial Professional @Managed Wealth Financial

Salt Lake City, UT, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Financial Professional @Managed Wealth Financial

UT, US

WHAT WE DO: We help geophysicists, women professionals, and individuals going through life transitions reduce taxes, protect their income, and build long-term wealth through personalized financial strategies. HOW WE DO IT: We use the Core Wealth Strategy™, a planning process that incorporates Indexed Universal Life (IUL), annuities, and long-term protection tools — all structured to build wealth tax-free while keeping your family secure.We focus on: • Tax-efficient retirement income • Lifetime income planning • Legacy and wealth transfer strategies • Rollover and life transition planning WHAT MAKES US DIFFERENT: Most of our clients already had a financial plan — but still felt gaps, especially during job changes or major life events. We help people turn income into confidence, and planning into peace of mind.Whether you\'re starting fresh, changing careers, or simply want to protect what matters most — we’ll help you move forward with clarity and purpose.

EDUCATION

2001 — 2003

Colorado School of Mines

Master’s Degree, Geophysics

2007 — 2014

University of Utah

Doctor of Philosophy (Ph.D.), Geology and Geophysics

ABOUT ALISA MARIE SELZER

As a Tax-Free Retirement Strategist with a PhD in geophysics, I specialize in helping…

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