Allison Alley

Allison Alley

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.
Master of Science in Business Administration
The Master of Science in Business Administration degree is earned after successfully completing the Master of Business Administration degree from an accredited institution. A person holding this degree has pursued further study in an area of specialization (i.e. financial and tax planning) subsequent to completing the MBA.
Accredited Investment Fiduciary
The AIF® designation is the first and only designation that demonstrates knowledge and competency in the area of fiduciary responsibility. Holders must successfully pass an exam, sign and adhere to a written code of ethics and complete four hours of continuing education credits each year. AIF® designees have a reputation in the industry as being the best positioned to implement a prudent process into their own investment practices, as well as being able to assist others in implementing proper policies and procedures.

Allison Alley

With over 12 years of financial experience, Allison Alley is 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.

Meet Allison

Allison's Latest Contributions

Am I Underwithholding My Withholdings?

Are you underwithholding your withholdings? The answer may be yes. Under the new tax laws, many people are finding fewer taxes being withheld from their paycheck, so they have a higher take-home pay. In this video, Allison Alley, CFP® breaks down exactly how tax withholdings work and how you could be better prepared when you go to file your taxes. For more… Read more

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Is Social Security Considered Income?

Is Social Security Considered Income?

Allison Alley, CFP® answers a common question: is Social Security considered income? Transcript: One of the questions we get quite a lot is in regard to Social Security. People always want to know if Social Security is considered income. Well, the short answer is yes, but it’s not quite that simple. It is income, but it’s not considered earned income. So what… Read more

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Recharacterization

What is a Roth Conversion and Recharacterization?

Allison Alley, CFP® walks you through the details of what a Roth conversion is and how recharacterization could be an integral part of your tax planning strategy. Learn more about how tax diversification can improve your odds of success. Transcription: “Today we’re going to talk about Roth conversions and recharacterizations. A lot of people are trying to transition money from their IRAs… Read more

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Allison Alley, CFP

What are Financial & Estate Planning Concerns for Unmarried Couples?

Allison Alley, CFP® discusses common issues unmarried couples face when it comes to financial and estate planning. Will they inherit each other’s assets? What certain rights do they have in the case of an emergency? Find out in this Question of the Week. Transcription: Hi, I’m Allison Alley, CERTIFIED FINANCIAL PLANNER™ with Pure Financial Advisors, and welcome to Question of the Week.… Read more

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