Certified Financial Planner®
Master of Science in Business Administration
Accredited Investment Fiduciary
BIOGRAPHY
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, 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's Latest Contributions
Pure’s Senior Financial Advisor, Allison Alley, CFP®, MSBA, AIF® helps you define your unique retirement vision. Outline 00:00 Intro 00:37 Retirement Expectation vs Reality 1:46 Gap Between Work and Retirement 3:48 Find Purpose in Retirement 7:50 Stay socially engaged 10:27 Sharing what you know 15:46 Q&A I may not be watching TV a lot, but […]
We’re halfway through the year, making June the perfect time for a mid-year financial checkup. Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six key steps to help you stay on track with your financial goals. Taking a moment to reassess now can help you make meaningful progress in the future. She discusses: Budgeting […]
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and […]
