Integris Wealth Management   Schwab client login
About UsServicesResourcesContact Us
 
 

Allison Barrientos, CPA, CFP®

I began my professional career as an intern at Integris while still in college, where I found the work and the atmosphere enjoyable and fulfilling.  Although I majored in accounting, I found that I truly enjoyed my finance classes – the concepts came easily to me and I found them intriguing.  After graduating, I worked for a few years as a public accountant, auditing private investment companies, and obtained my CPA license.  However, I was not feeling gratified, and found myself longing for the satisfaction I felt during my internship – being part of a team of people working in the best interest of the client, for the client, and for no one else.  In 2011, I found myself back at Integris, the place where it all began.

At Integris, I enjoy focusing my time on portfolio management and accounting, tax planning and business operations.  My education includes a B.A. in Business Economics emphasized in Accounting from the University of California, Santa Barbara. I am a Certified Public Accountant (CPA) and I hold the CERTIFIED FINANCIAL PLANNER(TM) designation.  I am also a member of CalCPA and the American Institute of CPAs.

Outside of work, I am a member of the Monterey County Young Professionals Group and I enjoy spending my spare time snowboarding, golfing and travelling.


You can contact Allison at 831-333-1717 or allison@integriswealth.com.

Forward this page to a friend