Allison Barrientos, CFP®

Education: Bachelor of Arts in Business Economics from the University of California, Santa Barbara

Allison joined the Modern Wealth Management team in September 2026 as a Managing Director for the firm’s Monterey, California office. She provides her clients with the deep knowledge, personalized guidance, and high-touch service they have come to value. With access to Modern’s enhanced resources, specialized subject-matter expertise, and dedicated client service, Allison is able to further elevate the experience she provides while preserving the personal relationships, local presence, and individualized attention that are at the heart of her approach.

Allison develops lasting, trusted relationships, bringing a thoughtful and empathetic approach to advising clients through the many personal and financial circumstances they encounter. It’s important to Allison that she understands each client as an individual, creating an environment where they feel heard, respected, and confident that their unique goals and needs are understood and thoughtfully addressed.

Prior to coming aboard at Modern Wealth, Allison was a partner, advisor and Chief Advisory Officer with Integris Wealth Management, a Monterey-based wealth management firm that served high-net-worth families, couples and non-profits. Prior to that, she worked for a national public accounting firm that specialized in audit and tax services for hedge funds, venture capital funds, and broker dealers.

Allison lives in Salinas, California, with her husband and two young sons. She enjoys travel, any and all snow-related sports, and hiking in the summer.  Additionally, Allison is passionate about supporting her community and serves on the boards and committees of numerous local nonprofit organizations. Allison is also a member of the Financial Planning Association, American Institute of Certified Public Accountants, and California Society of CPAs.