Allison delivers custom investment and financial planning advice to our clients. Additionally, as the firm’s Chief Advisory Officer, Allison oversees the advisory group and all financial advice provided by the firm. 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


Allison Barrientos
Advisor, CAO, Partner
Integris Wealth Management
United States, California, Monterey
About Me
Profile Information
Advisor, CAO, Partner
Integris Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Monterey
California
United States
Aug 12, 2025
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