My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Palm Springs Chamber of Commerce
- Alpha Phi Alumni
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- Fixed Income
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- Structured Products
- Corporate Pension Funds
- Professional Portfolio Management
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- 14: Financial Services Industry
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Allison Lintell holds the following registrations:
Securities Agent: CA, FL, IL, MO, NM, NV, NY; General Securities Representative; Investment Advisor Representative
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