Stine Wealth Management

One place where people in Southern California can seek financial advice is Stine Wealth Management. Alison was born and raised in Southern California. Alison relocated to Arizona to acquire a degree in Finance from the University of Arizona Eller College of Management. Alison launched her financial representative career soon after graduating with high honours. With a passion for helping others, Alison received her Securities license in 2014. Following the award of her General Securities Principal license in 2014, Alison was promoted to Vice President. In 2019, she received the Retirement Income Certified Professional (RICP)(r) as a result of her practice being focused on retirement assets distribution planning. Alison co-founded Stine Wealth Management in 2020. Companies, not shareholders, drive companies. At Stine Wealth Management, clients' needs come first. Alison is committed to developing long-term relationships with her clients. Alison remains excited to see client plans change as they adjust. Alison meets with clients face-to-face (or virtual) to help them. Alison offers tax planning and risk management advice and has helped clients with wealth accumulation, distribution, and transfer for many years. Alison is passionate about education and communication and takes pride in her work. Civic duty is something Alison believes in. Alison is Co-President of the PhoenixCats University of Arizona Alumni Association. She mentors at-risk teens, volunteers for New Pathways for Youth. Alison is an inaugural member of the Eller Alumni Advisory Council, Women in Business Council Tempe Chamber of Commerce Chair. Alison resides in Scottsdale, AZ, with Billy and their dog Jordy.

Alison is an excellent financial consultant with vast experience in complex financial advising. Her customers all appeared to benefit from her knowledge of investment as well as her comprehensive financial preparation. She demonstrates that she is well-versed in the subject and pays attention to her clients' needs. She knows how to instruct her clients and is always professional in her work. Her clients describe her as a trusting and thoughtful advisor, and they see her as accessible and responsive to all of her clients' concerns. The goal is to make sure that each client is looked after and that their financial position is stabilized through detecting new risks. Her consultations rigorous but thorough. Her reviews show she is a leader in the sector.