Portrait of Domini Allison

Domini M. Allison

CRPC® Financial Advisor (888) 717-2921

Domini M. Allison Specializes In:

  • Comprehensive Financial Planning
  • Investment Management
  • Retirement Planning
  • Insurance Protection
  • Multi-Generational Estate Planning
  • First Responder/Military Members
  • State/Government Employees
Location

Erie, PA

Education

Bachelor of Science, International Business – Penn State University;  Bachelor of Science, Marketing – Penn State University

Licenses

FINRA Series 7, 66; Pennsylvania Life/Health & Variable Annuity License

Bio

Domini Allison is a Financial Advisor and Chartered Retirement Planning Counselor with Conte Wealth Advisors, a regional wealth management firm headquartered in central Pennsylvania. She graduated from the Pennsylvania State University with degrees in both International Business and Marketing and holds the FINRA Series 7, 66 and Life/Health/Annuities licenses.

Domini works with individuals, nonprofits and corporations in all areas of wealth building and management. By taking a multi-generational approach to her financial planning process, she is able to focus on the individual needs of her clients at each financial stage in their lives while also ensuring wealth transference for generations to come.

For Dave Ramsey followers, Domini is an advisor with the Ramsey SmartVestor Pro program, working with clients through all stages of wealth. She loves coaching clients who are just getting started and continues to work with them all the way to and through millionaire status.

In the nonprofit space, Domini serves as the Financial Consultant to the Erie Police Athletic League, an organization that works to provide a positive recreational environment and educational opportunities for the city’s youth. She provides oversight of the League’s funding and serves as a primary liaison with grantors.

 

Check out the background of investment professionals on FINRA’s

Thought Leadership

Ramsey SmartVestor Logo

 

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to...
Read More

A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life...
Read More

Simple Steps to Grow a Strong Financial Plan

Spring has a way of making us think about fresh starts-whether that's cleaning out the garage, plan...
Read More