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.
Allison's Latests Contribution
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 […]
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 […]