Allison Erena

High Net Worth Financial Advisor at Vanguard

Role
High Net Worth Financial Advisor at Vanguard
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Allison Erena

As a CFP® professional and MBA candidate with a concentration in behavioral finance and…

Experience

  1. High Net Worth Financial Advisor

    Vanguard

    Aug 2025 — Present

Education

  • Creighton University

    Master of Business Administration - MBA, Behavioral Finance and Financial Psychology

  • Sacred Heart Schools Louisville

    High School Diploma

    2015 — 2019

  • Arizona State University

    Bachelor's degree, Financial Planning and Services

    2019 — 2023

  • Arizona State University

    Bachelor's degree, Accounting

    2019 — 2023

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Allison Erena — High Net Worth Financial Advisor at Vanguard in Scottsdale, AZ, US | Unifers