Contact Information
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, 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
Understanding how Social Security benefits work and implementing some strategies can really help you get the most out of your Social Security in retirement. Allison Alley, CFP®, AIF®, Pure financial advisor covers 5 ways to maximize your benefits: 1. Understand how your Social Security benefit is calculated. 2. Impact of starting your Social Security income […]
How and when to Collect Social Security is one of the most important decisions you’ll make about your retirement. But with more than 2,700 rules governing your benefits, it’s easy to make costly mistakes. In this 45 minute digital workshop, you will learn all about how Social Security works, and how to make the most […]
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, LLC. A Registered Investment Advisor. • Pure Financial Advisors, LLC […]
