Your Financially Intelligent Best Friend
Step-By-Step: Discover the alooola Difference
1. Start
Click "Get Started" to open an investment account and tell us about yourself
2. Invest
Based on your risk-tolerance and goals we begin investing to grow your wealth
3. Build
Watch your wealth grow over time with our cutting edge technology platform
4.Discuss
Schedule a call with your advisors to discuss any financial topic
"Growing your wealth is simple...
You just need the right team supporting you"
Meet Our Leadership Team
Rob Michel
Head of Investments
Rob is 6'7" and his dance moves, although entertaining, are not impressive
Carol Fernandez
Head of
Financial Planning
Carol has completed more puzzles than anyone you know
Taylor Coolahan
Head of
Operations
Although Taylor can not tan her favorite place to go is the beach
Susan Dumont
Head of
Compliance
Susan is an amazing person! ... (you never make jokes about the head of compliance)