Allison Financial Group, Inc.

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United States
Newport Beach, CA
Allison Financial Group, Inc.

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Allison Financial Group takes a holistic and proactive approach to Wealth Management and Investing. Dream • Plan • Act Equal Opportunity Employer – M/F/D/V.

At Allison Financial Group, Inc., you’ll find a partner dedicated to delivering quality recommendations that utilize innovative solutions to help you pursue your vision for the future. We focus on protecting and preserving what matters to you most. This commitment is strengthened by our specialized knowledge and experience, as well as the values we share in common with you. As your life changes we help you navigate those changes by continuing our proactive, client centered, service model. We help you revise and clarify your goals while meeting any challenges that arise. Our relationship enables you to spend more time doing what you love. The result is a custom-tailored approach for helping you make your journey with confidence. NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Allison Financial Group, Inc. is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License Number: 0G52983

10/13/2026

We're excited to share an important milestone in our continued growth! 📣

We're thrilled to welcome Ross Pake to Allison Financial Group, Inc. as we bring together two successful advisory teams for an exciting new chapter. By combining our strengths and shared emphasis on holistic services, we're creating a stronger organization with expanded resources, deeper expertise, and an even greater ability to serve the individuals, families, and business owners who place their trust in us.

Most importantly, the relationships we've built remain at the heart of everything we do. While our team is growing, our commitment to personalized service, trusted guidance, and putting clients first remains unchanged. This next chapter allows us to invest even more in the clients and communities we serve.

We truly believe we're better together, and we're excited about the opportunities ahead for our clients, our team, and our community. Please join us in welcoming Ross to the Allison Financial Group family!

10/05/2026

⛳ Our first annual California golf tournament is in the books!

We were so excited to bring this tradition to the West Coast and couldn’t have asked for a better way to kick it off. Thank you to everyone who joined us at Monarch Beach Golf Links and helped make the day such a memorable one!

We’re already looking forward to continuing the tradition next year. Until then, here are a few highlights from a great day on the course! 🏌️‍♂️☀️

08/20/2026

We really raised the course this year! 🏌️‍♀️⛳

Our annual golf tournament brought together our biggest turnout yet, and we couldn't be more grateful. From the first tee to the final putt, the day was filled with great conversations, friendly competition, plenty of laughs, and a few shots we'd all like to claim were intentional.

A sincere thank you to our clients and friends who joined us and continue to make this annual tradition one of our favorite days of the year. Your support, enthusiasm, and willingness to spend the day with us are what make this event truly special.

We had a tee-mendous time and are already looking forward to doing it all again next year!

07/28/2026

Our recent Women's Wellness Event at Balboa Bay Club was a beautiful reminder of the importance of slowing down and caring for ourselves. The evening centered around the theme of Receive & Restore. Together, we embraced an evening of self-care, connection, and renewal through facial yoga, acupuncture, and a deeply relaxing sound bath.

It is always a joy to bring together such incredible women and create meaningful experiences in a welcoming and supportive environment. Watching friendships grow, conversations unfold, and everyone take a well-deserved moment for themselves is what makes these events so special.

Thank you to everyone who joined us and made the evening so memorable. We are already looking forward to the next opportunity to gather, connect, and recharge. 💙

08/20/2025

What an Un-fore-gettable Day on the Green! 🏌️‍♂️⛳

Our annual golf tournament was a hole-in-one! Check out some of the highlights from our event in Kingston, Massachusetts. A heartfelt thank you to all the incredible clients and partners who joined us for a day filled with great swings, laughter, and camaraderie.

Your enthusiasm and support drive our success, and events like these remind us of how fortunate we are to work with such exceptional individuals. We can't wait for more memorable moments on and off the course!

06/10/2025

🌟 Exciting News! 🌟

We are thrilled to announce that we have moved our office to a new location! 🎉 Our new space is designed to better serve our clients and enhance our collaboration.

We can't wait to welcome you to our new home! Your continued support means the world to us, and we look forward to creating even more amazing experiences together.

Thank you for being a part of our journey!

Follow along with us on Facebook and LinkedIn!
https://facebook.com/allisonfinancialgroup
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Address

4 Corporate Plaza Drive, Ste 250
Newport Beach, CA
92660

Telephone

+15082090905

Website

https://www.allisonfin.com/

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