Allison is a Partner and Managing Director at Beacon Pointe Advisors. With almost 30 years of professional investing experience, Allison focuses on managing wealth for high-net-worth individuals, families, and private foundations. She has a Masters degree in Finance from Golden Gate University, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations, and has previously guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis. Allison is a long-time advocate of financial literacy and has held board positions at Dress for Success in San Francisco and the First Tree of Oakland. Outside of the office, Allison volunteers and leads financial literacy programs periodically at Girls, Inc. of Alameda County, CB Seeds.org (Memphis, TN), and various women’s groups within public and private companies.
Andrea is a Client Service Manager and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience and foster client relationships. Her responsibilities include supporting both front and back office client service and account management, administration, processing paperwork for new and existing accounts, handling money transfers, and communicating with clients to provide the highest level of service. Andrea graduated from the University of Washington with a B.A. in Business Administration and currently resides in Tacoma, WA. She is originally from Bainbridge Island, WA and in her free time she enjoys weightlifting, yoga, reading, and spending time with her son and other family and friends.
