Allison Wooton | Financial Advisor | Salient Wealth Planning

Allison Wooton CRPC™, RICP®, APMA™

Financial Advisor
Allie@salientwealthplanning.com
858-768-0096

17 Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies

Qualifications

  • CRPC™ (Chartered Retirement Planning Counselor™)
  • RICP® (Retirement Income Certified Professional®)
  • APMA™ (Accredited Portfolio Management Advisor™)
  • Series 7 Securities License
  • Series 66 License
  • CA Life, Accident & Health Insurance License