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How to Build and Maintain an All Weather Investment Portfolio with Allison M. Barrientos, CPA, CFP®

Posted: Monday, September 10, 2018

September 10, 2018
Media Contact: Sirie Thongchua
Monterey Public Library, Monterey, California
831-646-5632 / thongchu@monterey.org
www.monterey.org/library
FOR IMMEDIATE RELEASE

How to Build and Maintain an All Weather Investment Portfolio with Allison M. Barrientos, CPA, CFP®

On Wednesday, October 17, 6:30 - 7:30 p.m., Allison M. Barrientos, CPA, CFP®, will discuss many of the sophisticated, yet simple, portfolio management principles that institutional investors employ, and how you can apply these principles to your personal portfolio. Learn how to plan for the future from a local expert in October during National Estate Planning Awareness Month.

Future Financial Awareness Workshops in October 2018:
2018 Tax Law Changes and Last-Minute Tax Saving Tips with Travis H. Long, CPA, Tuesday, October 23, 6:30 – 7:30 pm, Monterey Public Library Community Room.

This event is part of The Next Chapter: Designing Your Ideal Life lecture series sponsored by the Friends of the Library and the Monterey Public Library Endowment Committee. Adults are invited to attend. Admission is free, and reservations are required. Call (831) 646-5632 or email thongchu@monterey.org. The Monterey Public Library is located at 625 Pacific Street, Monterey.

Allison M. Barrientos is a CPA, CFP®and a Partner at Integris Wealth Management, Monterey, CA. She earned a B.A. in Business Economics emphasized in Accounting from the University of California, Santa Barbara. Barrientos has strong roots with her firm in that she began her professional career as an intern at Integris while still in college. After graduating from college she worked as a public accountant, auditing private investment companies and obtained her CPA license. Barrientos was not feeling gratified and found herself longing for the satisfaction felt during her 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, she found herself back at the place where it all began, and became a partner in 2017. Concurrently Barrientos serves on the Board of Directors for Legal Services for Seniors and the Board of Trustees for the International School of Monterey. She is a member of CalCPA, American Institute of CPAs and the Financial Planning Association. In here time away from work Allison Barrientos enjoys hiking and snowboarding with her family. She can be reached at allison@integriswealth.com , (831) 333-1717 and https://integriswealth.com/.


Photo of Allison M. Barrientos is enclosed.
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