Alison
Cain


Partner + Private Wealth Advisor

Alison Cain is a Partner and Private Wealth Advisor with Capitol Private Wealth Group. She has had a career in the financial services industry for over 30 years and has been a financial advisor for over 15 years. Alison serves clients who require holistic personal financial planning and wealth management along with assisting small business with their financial needs.

All our dreams can come true if we have the courage to pursue them.

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Her areas of focus include wealth building; planning for retirement; retirement income strategies and withdrawal methods utilizing available tax strategies. Additionally, she guides her clients in their various financial needs, such as cash management, protection planning/family security, education funding and estate planning. Alison has navigated her clients through the turbulent ups and downs of the markets, assisting them in making wise choices regarding their financial futures.

Prior to starting her practice, Alison worked as the Controller for a large not-for-profit membership association. She managed the association’s investments and was the liaison to the Board of Directors, with a direct impact on the growth of $8 million in annual revenues with 30,000 members to $65 million with 100,000+ members. One of Alison’s most satisfying accomplishment during her years at the Association was increasing the employee participation in the company’s 401(K) plan from 50% to 95% in six months. This was primarily due to her passion for educating and consulting with individuals about their important financial life decisions.

Alison is a wonderful combination of a “numbers” person with excellent people skills and creativity. She can translate complex financial information and systems flow into easily understandable terms, is an excellent listener and seeks to understand her clients’ needs and desires.

Alison is a native of the Washington DC metropolitan area and has a passion for animals, travel, hiking, learning and experiencing new adventures.

acain@capitolpwg.com

8133 Leesburg Pike Suite 780B
Vienna, VA 22182
703-226-0008 Office
703-915-8040 Cell
877-834-7916 Fax

Years of Experience:

12 years

Education & Qualifications:

  • Bachelor of Science, Accounting from Virginia Commonwealth University
  • Certificate in Change Management, Johns Hopkins University
  • Leadership Training, Center for Creative Leadership

Qualifications:

  • 2002 to Present – Uniform Combined State Law (Series 66)
  • 2002 to Present – Insurance Agent for Variable Contracts, Health, and Life & Annuities
  • 2002 to 2017 – Registered Representative (Series 7)