Certified Financial Planner™
Master of Science in Business Administration
Accredited Investment Fiduciary
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 Latest Contributions
How will your beneficiaries be taxed when they receive an inheritance from you? In this video, Senior Financial Planner Allison Alley, CFP® outlines how different types of inherited assets are (or aren’t) taxed. Transcript: We recently got a question regarding how does the inheritance tax work. Well, there’s a few different things that go into […]
Are you self-employed? Do you know the top plans you should be using to generate more retirement income? Pure Financial Advisors Financial Planner Allison Alley, CFP® outlines the best retirement plan options for the self-employed. Transcript: We often get the question asking us, “what’s the best retirement plan if I’m self-employed?” Well, that’s hard to say. […]
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 […]