Description

A motivated and dedicated individual, Alison McClure has almost two decades of professional experience in the financial industry. In 2019 she founded her own financial business, Ohana Wealth Management, in which she provides financial advice, tools and resources to enable her clients to manage their finances. A client focused and family orientated business, Alison adopts a customized method in which she takes the time to understand her clients wants, needs and concerns, to create a tailored financial plan. Alison helps her clients in all personal and professional areas, from preparing for retirement, helping create an income strategy, working toward growing their financial portfolio, or simply providing for their family.

Ohana Wealth Management can be found at 2901 Park Avenue Suite B1 . The following is offered: Financial Planning - In Soquel there are 2 other Financial Planning. An overview can be found here.

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Map 2901 Park Avenue Suite B1