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Ohana Wealth Management
Ohana Wealth Management
2901 Park Avenue Suite B1, Suite B1
Soquel
California
95073
United States
Tel: (831) 216-5519
Website: ohanawealthmanagement.net/
Business type:
Business InformationA 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.
Opening Times
Monday
09:00am - 05:00pmTuesday
09:00am - 05:00pmWednesday
09:00am - 05:00pmThursday
09:00am - 05:00pmFriday
09:00am - 05:00pmSaturday
ClosedSunday
ClosedMap location Select here to view map
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