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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 the place where it all began, and became a partner in 2017.

At Integris, I enjoy focusing my time on portfolio management, financial planning and business operations. Concurrently, I am on the Board of Directors for Legal Services for Seniors and on the Board of Trustees for the International School of Monterey. 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, the American Institute of CPAs and the Financial Planning Association.

You can contact Allison at 831-333-1717 or

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