STINE WEALTH MANAGEMENT AND GWN SECURITIES - Key Persons
Alison was born and raised in Southern California. She came to Arizona to study Finance at the University of Arizona's Eller College of Management. Graduating early and with honors, she then began her investment career in 2013 as a Financial Representative, as her passion lies in helping others. Alison obtained her Securities licenses in 2014. Alison was promoted to Vice President in 2018 after earning her General Securities Principal license. She earned her Retirement Income Certified Professional (RICP®) designation in 2019, as her practice focused on planning for the distribution of assets in retirement. She went independent and founded Stine Wealth Management in 2020. In 2023 Alison became a CERTIFIED FINANCIAL PLANNER® professional.
Stine Wealth Management focuses on putting clients first. Alison enjoys building long-term relationships with her clients and loves seeing their plans unfold and adjust as time passes. She meets with clients face-to-face (or virtually) to help them plan their financial futures. Alison has much experience in retirement planning, risk management, tax-efficient strategies, and assisting clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. Alison prides herself on educating her clients and communicating regularly.
Community Involvement is important to Alison. She is an Associate Board Member for the Boys & Girls Clubs of Greater Scottsdale. Alison lives in Scottsdale, AZ with her husband Billy, daughter Sadie, & their dog Jordy.