Hanna Atala
Not Your Parents’ Financial Advisor
- Role
- Senior Financial Planner at Betterment
- Location
- Roswell, GA, US
- LinkedIn followers
- 500 followers
About Hanna Atala
I’ve always believed that financial planning is about more than numbers—it’s about people, stories, and the dreams they’re working toward.Growing up, I witnessed two very different worlds: one side of my family lived with financial security, while the other faced the stress of making ends meet. That contrast shaped my perspective early on. I learned firsthand that wealth isn’t just about assets—it’s about stability, opportunity, and peace of mind.Now, as a Certified Financial Planner® working with individuals and families across all stages of life, I’m dedicated to removing the intimidation factor from personal finance. I translate complex strategies into clear, actionable steps that empower clients to make confident decisions—whether they’re planning for retirement, investing for the future, or navigating a major life transition.In my work, I lead with empathy, education, and a commitment to helping people align their money with their values. My greatest satisfaction comes from seeing my clients not only reach their goals, but feel truly confident in the path they’ve chosen to get there.
Experience
Senior Financial Planner
Aug 2025 — Present · NY, US
Education
University of Wisconsin-Madison
Bachelor of Science , Business and Personal/Financial Services Marketing Operations
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