Allison Barrientos, CPA,
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 longing for the satisfaction I felt during my internship – being part of a team of people working in the best interest of the client, for the client, and for no one else. In 2011, I found myself back at the place where it all began, and became a partner in 2017.
At Integris, I enjoy focusing my time on portfolio management, financial planning and business operations. Concurrently, I am on the Board of Directors for Legal Services for Seniors and on the Board of Trustees for the International School of Monterey. My education includes a B.A. in Business Economics emphasized in Accounting from the University of California, Santa Barbara. I am a Certified Public Accountant (CPA) and I hold the CERTIFIED FINANCIAL PLANNER(TM) designation. I am also a member of CalCPA, the American Institute of CPAs and the Financial Planning Association.
You can contact Allison at 831-333-1717 or firstname.lastname@example.org.
Forward this page to a friend