Eileen Polese, CFP^®, CFDA^®

Eileen specializes in the unique financial needs of business owners, individuals, and families in transition, helping them manage risk, navigate the maze of investing and taxes while delivering achievable paths to financial security.

Eileen started on Wall Street in 1996, became an Executive Director at UBS, and joined Alexandria Capital in 2020. She earned a Bachelor of Arts in Political Science from Providence College and is a CERTIFIED FINANCIAL PLANNER^® and a Certified Divorce Financial Analyst^®.

Eileen is an active volunteer for Savvy Ladies and Wings for Widows, providing coaching and financial education. She’s a dedicated wife and mother, sharing outdoor adventures with her boys. Pickleball is her latest obsession.

“I believe in building lasting client relationships that matter. Integrity and trust are at the core of everything we do. Our collaborative and transparent approach is centered on understanding what you need, then developing your “game plan” to make it happen.”