Certified Financial Planner™
Master of Science in Business Administration
Accredited Investment Fiduciary
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's Latest Contributions
Holding different asset classes in taxable, tax-deferred and tax free accounts can help you keep more of the investment growth and pay less in tax. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. […]
All the important dates, rates, deductions, benefits, premiums, credits, and exemptions on just 2 pages – perfect to keep right on the fridge for easy reference! Allison Alley, Senior Financial Planner CFP®, AIF® highlights often missed and sometimes surprising specifics. Download your copy now: Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and […]
What does long term care insurance cover, and when? Under what circumstances do you need LTC insurance? Senior Financial Planner Allison Alley, CFP® lists the 6 activities of daily living and how they play into your long term care insurance plan, how premium costs are determined, and when you can file a claim against your […]