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Alison G. Gaffney MBA, CRPC®

Alison G. Gaffney MBA, CRPC®


Alison is a graduate the University of Hartford with a Bachelor's degree in Insurance and Finance. In addition, she earned a Master's degree in Business Administration (MBA) from the University of Hartford. She is a Chartered Retirement Planning Counselor (CRPC®) designee, licensed in Connecticut for property and casualty insurance and for life, accident and health and disability insurance. Alison is a securities licensed registered representative of Lincoln Financial Securities Corporation and holds the Series 66 and Series 7 securities registrations. She previously worked for Marsh, Inc. as a property/casualty insurance broker providing risk management services to fortune 1000 businesses for 3 years. 

As a Chartered Retirement Planning Counselor CRPC® designee, Alison has gained extensive knowledge in areas which include:

  • The Retirement Planning Process & Meeting Multiple Financial Objectives
  • Sources of Retirement Income
  • Personal Savings: Investing for Retirement
  • Employer-Sponsored Plans
  • Individual Deferred Compensation
  • Planning for Incapacity, Disability & Long-Term Care
  • When to Retire
  • Retirement Plan Distributions
  • Asset Management & Investment Strategy during Retirement
  • Income Taxes & the Retiree
  • Estate Planning
  • Retirement Cash Flow Considerations 

In addition to providing fee based comprehensive financial planning, she also represents various insurance companies that provide annuities, long term care, life, disability and health insurance.