Alana Tallarico is a financial planner on Balefire’s Planning team, specializing in estate planning for high-net-worth families. She brings over a decade of experience building comprehensive financial plans, guiding clients through every phase of the planning process from initial discovery and analysis through implementation and ongoing stewardship.
Alana treats estate planning as the fullest expression of a client’s financial picture. Rather than isolating one piece of a plan, she integrates a client’s personal goals, business interests, tax exposure, cash flow, and retirement needs into a single cohesive strategy, a comprehensive approach that allows her to identify gaps a narrower planning process might miss, and to build recommendations that hold up across every part of a client’s financial life.
Alana earned her CFP certification early in her planning career, a credential that reflects both her technical expertise and her commitment to doing the job at the highest level. Colleagues describe her work ethic as unmatched, bringing discipline and dedication to every aspect of her role and consistently going above and beyond for clients and teammates alike.
Collaboration sits at the center of Alana’s planning philosophy. She believes the difference between great financial planning and average financial planning comes down to how well a team works together, both internally and with a client’s existing network of advisors. Alana coordinates closely with clients’ attorneys, accountants, and other professionals to keep everyone aligned and working toward the same outcome, always in the client’s best interest.
Within Balefire, Alana supports advisors and directors by preparing for client meetings, building out full financial plans, and following up on implementation tasks to make sure nothing falls through the cracks. She describes herself as a planner through and through, in her personal life and in her professional one, and brings that same relentless organization to every plan she builds.
Alana lives in Pennsylvania with her husband and their three daughters. Outside of work, she enjoys spending time with family and friends and looks forward to planning their next trip, often to Disney World or aboard a Disney cruise.