Ellevest Wealth Management Financial Advisor
Allison has worked in the financial services industry for over 25 years. With deep professional investing experience, she’s made it her mission to educate women and youth on the power of investing. She specializes in managing wealth for high net worth individuals, families, and private foundations.
CDFA®, 2023
CERTIFIED FINANCIAL PLANNER™ Professional, 2019
Volunteer at the Bay Area Financial Education Foundation, Former Board Member at Dress for Success San Francisco, Leader of Financial Literacy Programs at Nike, Google, Facebook, and Salesforce
“In one word, working on my financial plan with my advisor makes me feel ‘powerful.’”
Testimonials were given by clients of Ellevest, Inc. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or a similar experience or services. No compensation was provided for these testimonials.
Ellevest was founded with a mission to put more money in the hands of women.
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We're obligated to put your interests ahead of our own. We'll never over-trade your account to generate fees for us or sell you proprietary products that would have you pay us twice.
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You’ll have a highly personalized, tax-aware portfolio designed for your goals and values — not some model portfolio that every client gets.
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We can align your investments with your values without sacrificing returns by investing in our Intentional Impact Portfolios* and other impact alternative investments.
Our services don’t end with investments. Want to see exactly where your impact dollars are going? Check out your custom impact report. Want to vote on your shares with one click? Enroll in our proxy voting services. We’ve got you covered.
You deserve a team that actively listens, creates space for real conversations, and understands all of your financial goals. We’re committed to being that team for you.
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