Alison Howells Financial Services Representative: A Trusted Partner in Your Financial Journey
Why Financial Advisors Matter More Than Ever
Alison Howells Financial Services Representative Let’s be honest — managing your finances today can feel like navigating a maze with moving walls. Between rising living costs, evolving tax laws, and a volatile investment landscape, trying to “DIY” your financial future can leave even the savviest among us overwhelmed.
That’s where a trusted financial services representative like Alison Howells steps in. With a calm, personalized approach and years of proven expertise, Alison has helped countless clients gain clarity, confidence, and control over their money.
In this article, we’ll walk you through:
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Who Alison Howells is and what makes her different
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The types of financial services she offers
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Her signature approach to building long-term client success
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Real-world examples and answers to common questions
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How to get started working with her
Let’s dive in.
Who Is Alison Howells?
Alison Howells isn’t your average financial advisor. She brings over 15 years of experience in the financial services industry, backed by both deep technical knowledge and a compassionate understanding of what clients truly need.
🧠 Background & Education
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Bachelor’s in Economics – University of California, Berkeley
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MBA in Financial Planning – Pepperdine University
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Graduate Certificate in Behavioral Finance – Wharton Executive Education
🎓 Certifications & Licenses
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Certified Financial Planner™ (CFP®)
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FINRA Series 7 and Series 66 Licenses
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Licensed Insurance Producer (Life & Health)
🤝 Professional Affiliations
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Member – Financial Planning Association (FPA)
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Affiliate – National Association of Personal Financial Advisors (NAPFA)
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Registered Representative – LPL Financial
What Financial Services Does She Offer?
Alison’s toolkit is designed to serve clients at every stage of life. Whether you’re starting your career or preparing for retirement, her solutions are structured, holistic, and tailored to individual goals.
🌱 Retirement Planning
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IRAs (Traditional, Roth, SEP)
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401(k) rollovers
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Pension analysis
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Longevity income planning
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Social Security optimization
💼 Wealth Management
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Customized investment portfolios
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Asset allocation strategies
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ESG investing options
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Risk-adjusted returns
🛡 Insurance & Protection
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Life insurance (term, whole, universal)
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Disability & long-term care coverage
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Annuities (fixed, variable, indexed)
📈 Investment Strategies
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Tax-efficient investing
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Mutual funds, ETFs, bonds
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College savings (529 plans)
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Diversification planning
🧾 Tax & Budget Planning
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Tax-loss harvesting
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Charitable giving strategies
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Budgeting & debt reduction plans
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Cash flow management
“I never felt judged for where I was financially — Alison just met me where I was and helped me build from there.”
— Jenna M., Client since 2019
Alison’s Unique Approach to Client Success
What truly sets Alison apart is her empathy-driven, holistic approach to financial planning. She believes that managing money is just as much about mindset as it is about math.
🔍 Personalized Planning
No two clients receive the same “cookie-cutter” plan. Alison takes the time to learn your story — your values, fears, dreams, and goals — before crafting a customized roadmap.
🌐 A Holistic Lens
She doesn’t just look at your investments. She zooms out to assess your entire financial picture — income, taxes, insurance, debt, and even estate plans — ensuring no blind spots.
🤝 Building Long-Term Relationships
Many of Alison’s clients have worked with her for years, referring friends, family, and even second generations. Trust isn’t earned overnight, but it’s at the core of everything she does.
🧩 Real-World Example (Fictionalized for Privacy)
“Meet Sarah & James”
Sarah (38) and James (42), both working parents, felt buried under competing priorities: saving for retirement, managing a mortgage, planning for their kids’ college, and figuring out life insurance. After three strategy sessions with Alison, they walked away with:
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A simplified, automated savings structure
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A joint investment plan tailored for moderate risk tolerance
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Life insurance that covered their children’s needs affordably
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A monthly financial check-in framework they now do together
Today, they report less financial stress and more alignment as a couple.
Why Choose Alison Howells Over Others?
⭐ Consistent Client Praise
Alison’s clients often cite her patience, transparency, and ability to explain complex topics in plain English as reasons they refer her again and again.
“She helped us stop living paycheck to paycheck and start dreaming again.”
— Miguel & Dana T., clients since 2018
📊 A Proven Track Record
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92% client retention rate over the last 5 years
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Over $75M in assets managed across portfolios
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30+ 5-star reviews on independent platforms like Yelp and Google
🧭 Values-Driven Practice
Alison is a fiduciary — legally and ethically bound to act in her clients’ best interest. She never sells unnecessary products and always discloses fees upfront.
🌱 Community Commitment
Outside of work, Alison volunteers with Junior Achievement and leads financial literacy workshops at local schools and nonprofits. Giving back is part of her DNA.
FAQs About Working with Alison Howells
| Question | Answer |
|---|---|
| How does the initial consultation work? | A free, 30-minute session (phone or Zoom) where Alison listens to your goals and explains her process. No obligation. |
| What is her compensation model? | Fee-based: flat planning fees + a percentage of AUM (Assets Under Management). No hidden commissions. |
| Is she fiduciary-bound? | Yes, Alison is a fiduciary and always prioritizes your best interest. |
| How often does she meet with clients? | At least twice a year, or more frequently depending on plan complexity and life changes. |
| Does she serve clients outside her state? | Yes — Alison works with clients across multiple states through virtual planning platforms. |
How to Get Started With Alison Howells
Getting started is easy and designed to be stress-free.
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Book a free consultation via her secure online portal
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Complete a short intake questionnaire (shared confidentially)
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Meet virtually or in-person to review goals
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Receive a custom proposal outlining potential strategies
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Decide if it’s the right fit — no pressure
📞 Contact Info:
📍 San Diego, CA | 📧 info@alisonhowellsfinancial.com | 🌐 alisonhowellsfinancial.com
Conclusion: Trust Your Future to a Proven Financial Guide
In a world where financial uncertainty is the norm, finding a representative who truly listens, understands, and leads is priceless. Alison Howells is that rare professional who combines technical excellence with heartfelt guidance.
Whether you’re navigating retirement, building wealth, or simply trying to make better money decisions, Alison is the kind of advisor who walks with you, not ahead of you.
✨ Ready to take control of your financial future? Schedule a consultation with Alison today.
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