CoverProfile

Alison Venn

CERTIFIED FINANCIAL PLANNER™ Practitioner, Associate Advisor

Corvus Wealth Advisors

United States, California, Atascadero

About Me

Ali, a Certified Financial Planner practitioner, holds North American Securities Administrators Association (NASAA) Series 65 certification. Ali enjoys working closely with our clients, getting to know their aspirations, and helping them achieve those goals through our engaging financial planning process. Ali graduated from the University of California, Los Angeles (UCLA), with a Bachelor of Arts in Psychology. As a student of Psychology, Ali quickly learned that it had broad applications for many different industries and across all facets of life, including her career here. While you may not think of Psychology when you first think of Finance, Ali enjoys the unique perspective it provide

View more

Profile Information

CERTIFIED FINANCIAL PLANNER™ Practitioner, Associate Advisor

Corvus Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Atascadero

California

United States

Aug 30, 2025

Work Experience

Corvus Wealth Advisors

CERTIFIED FINANCIAL PLANNER™ Practitioner, Associate Advisor
Jan 2021 - Present
Email: alison@corvuswealth.com

More profiles to browse

Profile Photo
Spencer Rhode
Financial Planning Associate
Profile Photo
Rob Garcia
Chief Executive Officer, Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ Practitioner
Profile Photo
Beth Telford
Financial Planning Associate
DH
Darla Hansen
Chief Administrative Officer

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth