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Allison B
CFP®, Series 65
Monterey, CA
Modern Wealth Management, LLC
Allison Barrientos is a CFP® with 14 years of industry experience, currently with Modern Wealth Management, LLC. She was previously with Integris Wealth Management, LLC for 15 years. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and tax, estate, and insurance-related services through affiliated entities.
Armando P
CFP®, Series 66
Monterey, CA
Modern Wealth Management, LLC
Armando Perez Jacinto is a CFP®-certified financial advisor with one year of industry experience, currently with Modern Wealth Management, LLC. Prior to joining Modern Wealth Management, he held roles at Ameriprise and the California Army National Guard and is also involved with PJ Family Landscaping Inc. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across individual, high-net-worth, trust, estate, and institutional clients. The firm offers comprehensive investment management and financial planning services supported by a centralized Investment Committee and employs a variety of strategic and tactical investment tools.
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