Allison F. Porter, CFP®, MBA

Senior Planning Associate

404-253-7680
404-253-7681
allison.porter@signaturefd.com

My NET WORTHWHILE™ is helping people have financial peace of mind.

With a passion and love for numbers and analysis, Allison works with our team of advisors to provide planning support and assist with the management of client relationships. She is involved in all levels of servicing clients’ financial planning needs, including the development and implementation of comprehensive wealth management programs.

Prior to joining SignatureFD, Allison worked for a small real estate firm in Buford, Georgia, where her responsibilities included financial statement analysis, cash flow planning, and budgeting for the business.

She holds a degree in Psychology from Auburn University and an MBA from The University of North Georgia.

EDUCATION

Bachelor of Arts, Psychology, Auburn University
Master of Business Administration, University of North Georgia

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.