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

Alicia Chiamulera
Senior Financial Advisor, Financial Planning Lead
Charter Oak Capital Management
United States, Maine, Portland
About Me
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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