Financial Advisor, Stonebridge Wealth Systems
Aliisa Criffield brings a unique blend of experience in health and exercise science, along with her passion for financial health. With over 20 years of helping individuals improve their physical well-being, Aliisa has taught sports and exercise science and kinesiology at the college level. She has since shifted her focus from physical health to financial wellness, guiding individuals in saving money and planning for retirement.
Aliisa Criffield holds both the NSSA® designation in Social Security planning and the IRMAA Certified Planner designation, reflecting advanced training in retirement income and Medicare cost planning.
Aliisa holds both a Bachelor’s and Master’s degree in Exercise Physiology and has earned her Financial Paraplanner Qualified Professional (FPQP) certification, her Life and Health Insurance License, her Series 65 License, and her NSSA® (National Social Security Advisor) Certification. As an NSSA® Certified Advisor, she helps clients make informed Social Security decisions that align with their overall retirement goals and long-term financial well-being.
Aliisa is currently advising clients at Stonebridge Wealth Systems, where she helps individuals identify gaps in their financial plans and educates them on strategies for financial growth and stability. With a special passion for empowering women, Aliisa loves organizing and leading Women’s Events—helping women navigate their many seasons of life and transition confidently into and through retirement.
Aliisa resides in Kearney with her husband, Tim, with a daughter still at home, along with their two dogs and cat. They also have a son in tech school and another adult son who is working on his own career goals. In her free time, Aliisa enjoys cheering on her kids in their sports, spending time with family.
<p>Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.</p> <p>The information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Stonebridge Wealth Systems, LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency.</p>
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