Broker Check
Alyssa Caruso

Alyssa Caruso

Wealth Management Advisor

Alyssa started working at Kluge Financial Group, LLC as a Wealth Management Advisor in 2024. She earned her Bachelor of Science Degree and Masters in Accounting from Fairfield University. Prior to joining Kluge, she spent five years at PricewaterhouseCoopers, LLP in their Asset and Wealth Management group, where she gained experience working with Private Equity Funds, Hedge Funds, and fund administrators.

Alyssa transitioned to a financial advisor role in 2024 and holds Series 7 and 66 licenses. She is a Registered Representative with Cetera Financial Specialists, LLC, and an Investment Advisor Representative with Cetera Investment Advisors, LLC. Alyssa is enthusiastic about leveraging her previous experiences to assist clients in planning their financial futures.

Outside of work, Alyssa lives in River Vale, NJ with her husband, daughter, and mini goldendoodle. She enjoys baking, traveling, watching sports, and spending time with her family and friends.