Alyssa Cortelyou-Benny, CFP®, is the Operations Manager at RMR Wealth Builders, Inc., where she brings over a decade of experience supporting clients and advisors with care, clarity, and attention to detail. She works behind the scenes to ensure that day-to-day operations run smoothly (such as account maintenance, money movements, and plan implementation) so clients experience seamless and timely service.
Alyssa began her career with RMR as an intern in 2015 and has grown with the firm ever since. Her ability to build strong relationships, paired with her dedication to getting things done the right way, has made her a vital part of RMR’s client experience. She is especially passionate about helping individuals and families stay organized and feel supported in reaching their financial goals.
Alyssa is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 66, life, and health insurance licenses. Her technical knowledge and operational expertise allow her to serve as a bridge between advisors and clients, translating plans into action.
Outside the office, Alyssa is active in the community through the Church and it’s Elementary School, where she enjoys volunteering at holiday events and year-end celebrations. She lives in New Jersey with her family and loves traveling, reading, and spending time with her daughter.
As a working mom, Alyssa understands firsthand the importance of balancing daily responsibilities with long-term planning. Driven by her values of respect, organization, positivity, and relationship-building, Alyssa is passionate about empowering other women with the knowledge and support they need to make confident financial decisions.