Allison Stoddard

Client Service Manager

(650) 297-4197 | [email protected]

Allison began her career in the financial industry in 2015 at a large broker-dealer as a Client Service Associate, where she excelled at supporting multiple Advisors with their administrative and operational needs. Today, as a member of the Virtual Admin team, she remains committed to creating an exceptional client experience, and is dedicated to delivering outstanding service for the Advisors she assists.

Born and raised in Long Beach, California, she currently resides in the Temecula area with her boyfriend, their two cats, and a Pomeranian-mix named Sheldon. In her free time, she enjoys music, gardening, and catching up on the latest true crime podcasts.


Professional Qualifications