Specialties
About Me
Alisha Ragusa, is the Founder and Financial Adviser of Freel Ascent Insurance & Financial Services, where she helps individuals, families, and businesses build greater financial confidence through education, thoughtful planning, and long-term strategy.
With a background spanning financial services, business, and nearly two decades in hospitality, Alisha brings a relationship-first approach to every client she serves. She is passionate about making financial education approachable and empowering people to make informed decisions that support both their goals and the life they want to build. Based in South Lake Tahoe, she is also actively involved in her community and nonprofit leadership.
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Interests & Hobbies
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Credentials
PFS
Chartered Designations
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Disclosures
Alisha Ragusa, FSCP® is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, and a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and wholly owned subsidiary of New York Life Insurance Company. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Freel Ascent Financial LLC, doing business as Freel Ascent Insurance & Financial Services, is not owned or operated by Eagle Strategies LLC, NYLIFE Securities LLC, or their affiliates. Freel Ascent Financial LLC is a licensed California insurance brokerage, CA Insurance License #6014524. Alisha Ragusa is licensed to offer insurance products through New York Life Insurance Company and unaffiliated insurance carriers in jurisdictions where appropriately licensed. CA Insurance License #0M94790; NV Insurance License #3464086. Securities and investment advisory services are offered only in jurisdictions where Alisha Ragusa is appropriately registered. Current securities and advisory registrations include AZ, CA, DE, NC, NV, and OR. Neither Freel Ascent Financial LLC, New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, nor their representatives or affiliates provide tax, legal, or accounting advice. Individuals should consult their own tax, legal, and accounting professionals regarding their specific circumstances.