Allison Barrientos

CFP®, CPA

Integris Wealth Management

Advisor, Partner

Contact Me

Allison Barrientos

CFP®, CPA

Integris Wealth Management

Advisor, Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Allison Barrientos, CFP®, CPA

Contact Me

831-333-1717 ext. 4

Website

Fee-Only financial planner located in Monterey, CA, serving clients locally and across the country

Meet Allison Barrientos

Allison Barrientos is a Monterey, CA fee-only financial planner serving clients both in the local Monterey Peninsula and nationwide. Integris Wealth Management provides custom investment and comprehensive financial planning advice to help clients reach their financial goals. As the Chief Advisory Officer, Allison oversees the advisory group and all financial advice provided by the firm.  Because Integris is a fee-only, fiduciary, and independent financial advisory firm, Allison Barrientos is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

 

Allison Barrientos 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.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Allison Barrientos is a NAPFA-Registered Financial Advisor

    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.

Contact Allison Barrientos

831-333-1717

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Office Locations:

  • 435 Washington Street
    Monterey, CA 93940

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