Our financial advice team

Allegra Conklin, Financial Advisor serving the San Rafael, CA area - Ameriprise Advisors

Allegra Conklin

Financial Advisor

Financial Planning Analyst
Gilmore & Romines
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 27 reviews
See disclosures

EMAIL
PHONE
Ext. 625
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Awards & recognition

  • Gilmore & Romines, Ameriprise Client Experience Award, 2021-2022
  • Five Star Wealth Manager, 2019, 2021-2023

Interests

  • I most enjoy spending time with my family - we like to hike, bike, camp and take road trips.
  • Being a mountain girl at heart, my most beloved places to visit are in our local Sierra Nevada, Yosemite National Park and the beautiful states of Montana and Idaho.
  • My other hobbies include; cooking, concerts & music, singing, my doggies, running, yoga, and swimming.

My photos

1 albums
close

Connect with us

Allegra Conklin may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0E04746

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2024 Ameriprise Financial, Inc. All rights reserved.