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Allison Barrientos

Advisor, CAO, Partner

Integris Wealth Management

United States, California, Monterey

About Me

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

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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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