Allison Barrientos (CFP®, CPA)
Allison Barrientos focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
- Business Owners
- Charitable Giving
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Women's Financial Planning Issues
NAPFA Start Date
March 20, 2019