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Alicia Chiamulera

Senior Financial Advisor, Financial Planning Lead

Charter Oak Capital Management

United States, Maine, Portland

About Me

Alicia Chiamulera joined Charter Oak Capital Management as a CERTIFIED FINANCIAL PLANNER™ professional in 2018. At Charter Oak, Alicia serves as a Senior Financial Advisor and the Chair of the firm’s Financial Planning practice group. Her responsibilities include working closely with clients to understand what’s important to them, coordinating with Charter Oak’s team, and overseeing financial planning to ensure a comprehensive approach. Alicia’s path to finance was not a straight one. After completing her undergraduate degree at the University of Maine at Orono, she traveled to Ghana for an internship in micro-finance. She worked as a paralegal in New York City and Washington D.C. and eve

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Profile Information

Senior Financial Advisor, Financial Planning Lead

Charter Oak Capital Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Portland

Maine

United States

Jul 25, 2025

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