Integris Wealth Management
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
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
435 Washington Street
Monterey, CA 93940