Allison is responsible for preparing our analysis for personal financial planning meetings. She is also responsible for monitoring clients cash balances and re-balancing accounts when necessary.
Before joining the Core Financial team, Allison worked as a Financial Advisor and Client Service Manager for a boutique Ameriprise Financial office in Hermosa Beach.
Allison grew up in Scottsdale, AZ and currently resides in Manhattan Beach, CA. Her passions include hiking, going to the beach, and spending time with family and friends.
Arizona State University- BA – Business & Communication
Professional Designations & Licenses:
Series 7 & 66
California Insurance License