Aliza Stein
Retirement Plan Associate
Department: Company Retirement Plan Team
Experience: Retirement Plan Services since 2024
Education: Bachelor of Arts in Elementary Education, Florida Atlantic University
Aliza assists the retirement plan team with client service, plan administration, and participant communications. Her responsibilities include preparing client materials, supporting enrollments and education initiatives, coordinating plan updates, and helping ensure a smooth experience for both plan sponsors and participants.
Aliza joined Legacy Wealth Management in January 2024 and continued with the firm following its transition to Modern Wealth Management. Prior to entering the retirement plan industry, she spent more than a decade in education and instructional design, developing curriculum, training programs, and learning materials. That experience helps her turn complex information into clear, practical guidance for clients.
Aliza lives in Las Vegas with her husband and daughter. Outside of work, she enjoys crafting, reading, and exploring new places around Nevada.