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Alison Mcclure

Alison Mcclure

Founder, Financial Advisor

Alison McClure: Empowering Financial Futures with Ohana Wealth Management 

A seasoned professional with over two decades of experience in the financial industry, Alison McClure is not just a financial advisor; she's a dedicated advocate for her clients' financial well-being. In 2019, driven by a passion for empowering individuals, especially women navigating life transitions, Alison founded Ohana Wealth Management, a client-focused and family-oriented financial business.

 Customized Financial Solutions for Every Stage of Life 

Alison's approach goes beyond numbers. She understands that financial needs evolve, and her customized method involves taking the time to truly understand her clients' wants, needs, and concerns. Whether it's preparing for retirement, creating an income strategy, growing a financial portfolio, or providing for a family, Alison is a trusted partner in all personal and professional financial matters.  She explains often difficult to understand financial terms in an easy to understand manner.

 Expertise Forged Through Economic Cycles 

Alison's journey in the financial industry began as a teller for Great Western Bank and evolved into becoming an investment assistant in 2000 and a financial advisor in 2004. Throughout her career, she has effectively provided high-quality and detailed advice, guiding businesses through economic cycles and two major recessions. In 2019, she took her commitment to financial empowerment to the next level by establishing Ohana Wealth Management.

 Licenses and Registrations Across Multiple States 

Alison holds series 7, 65, and 63 registrations, along with a life insurance license. She is registered in California, Hawaii, Minnesota, Nebraska, Virginia, and Iowa, reflecting her commitment to serving clients across various regions.

A Family-Oriented Approach and Community Involvement 

As a mother with deep family ties, Alison values the importance of a family-oriented approach. She is actively involved in the Soroptomists International of Capitola By The Sea and the Santa Cruz Elks Lodge, showcasing her commitment to community and women's empowerment. In her free time, Alison enjoys finds joy in travel, visiting Hawaii annually, the performing arts and cherishing moments spent with her daughter.

Alison McClure is not just a financial advisor; she is a partner in your financial journey, dedicated to empowering women and individuals in transition with the tools and resources they need to thrive.