Allison Alley
CFP®, MSBA, AIF®
Pure Financial Advisors, LLC
Senior Financial Planner
Allison Alley
CFP®, MSBA, AIF®
Pure Financial Advisors, LLC
Senior Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Allison Alley, CFP®, MSBA, AIF®
Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country
Meet Allison Alley
Since 2003 Allison Alley has been committed to working with clients to help them achieve their retirement, estate, investment, and tax planning needs. Prior to joining Pure Financial Advisors, Inc. Allison served as Senior Vice President of a small private wealth management and investment banking firm where she specialized in comprehensive wealth planning to address the unique needs of wealthy investors, business owners, and families. Allison graduated from UCLA with a Bachelor’s degree in International Economics and earned her Master’s degree in Financial & Tax Planning from SDSU.
As a San Diego native, Allison loves the outdoors, especially the beach. She races outrigger canoes and is the President of the Hanohano Outrigger Canoe Club in Mission Bay (HOCC). HOCC is a non-profit organization supporting San Diego’s youth with Keiki & Youth programs and scholarships for high school student athletes involved in water sports. She is an avid UCLA sports fan and football season ticket holder.
Allison Alley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Allison Alley
Office Locations:
-
3131 Camino Del Rio N
Suite 1550
San Diego, CA 92108
