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
Alison Venn
CERTIFIED FINANCIAL PLANNER™ Practitioner, Associate Advisor
Corvus Wealth Advisors
United States, California, Atascadero
About Me
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
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