Allison Pinn

About Allison Pinn

As a Financial Advisor, I have developed a relationship-driven approach to helping my clients. I find that financial planning stems from your core values and I will take the time to understand each client\'s current situations and needs, but also ask pointed questions to help clients articulate their vision for their future.Along with my team, I specialize in providing strategic & holistic advice to help successful women, business owners, young families and also millennials spend their life living. My mission each year is to empower 75 new people I meet to live their life by design rather than by default.

Experience

1. Financial Advisor and Founder

   Colvian Wealth Management

   May 2025 — Present · Albany, NY, US

   At Perennial Financial Group, we combine our extensive financial knowledge with a genuine passion for helping people achieve their financial goals. We understand that the path to financial success is both unique and challenging and we are committed to guiding you and your loved ones. Our relationship doesn\'t end after a single interaction; we are here to assist you every step of the way.

Education

• University at Albany

  Master of Business Administration (M.B.A.), Management

  2016 — 2018

• Michigan State University

  Bachelor of Arts, Marketing

  2007 — 2010

• The American College of Financial Services

  CLF, Finance, General

  2016 — 2017

Skills

• Social Media
• Marketing
• Management
• Sales Management
• Interviewing Skills
• Online Marketing
• Recruiting
• Resume Writing
• Competitive Analysis
• Selling
• Crm
• Customer Service
• Interviews
• Microsoft Office
• Sales
• Advertising
• Leadership