Allison Donecker is a financial advisor who grew up in the industry. Inspired by the many ways her father, John Black CLU, could help clients with their financial strategies, she transitioned into the industry and joined her father’s practice. As a Millennial, she enjoys working with young professionals and families, many of whom had never before thought about their future. Her goal is to help them understand their current financial situation, determine any gaps, and identify their objectives. From there, she works with them to create a comprehensive strategy designed to address their many future needs, from college planning to retirement strategies.
In her early twenties, Allison began experiencing the early symptoms of multiple sclerosis. Due to her diagnosis, she had difficulty obtaining life insurance, even at her young age. Through her own experiences, she seeks to educate her clients on the importance of planning ahead and ensuring they have an insurance plan in place to help protect their loved ones and assets.
Allison holds FINRA Series 7, 63, and 65 securities registrations and is currently pursuing the Chartered Financial Consultant® designation. She holds CA insurance license #0I09873. She holds a bachelor’s degree in civil and environmental engineering.
Outside of the office, Allison is busy raising two children. In her rare free moments, she enjoys swimming and camping with her family.