Allison Clago joined B-Riley Wealth as a Managing Director with 20 plus years of experience in the financial securities industry, she is dedicated to assisting her clientele in achieving their investment objectives and financial goals.
A native of Los Angeles and also first born generation. Her mother emigrated from Sweden arriving the day the stock market crashed in 1929. Her deep philanthropic relationships has fostered her position as a trusted financial leader in the community.
Allison received her Bachelor of Science degree in business from California Lutheran University where she also studied Economics, Finance and Political Science.
She has mentored more than 30 individuals in the brokerage industry and possesses wide breadth of investment knowledge and financial solutions. She believes that each individual brings a different skill set and questions. Mentoring keeps her fresh to think beyond the boundaries. Allison’s footprint, lasting legacy, sharing her investment acumen by mentoring the youth of today and creating the financial professionals for tomorrow.
In her free time, she enjoys the cultural fine arts, ballet, symphony and opera as well as the colors, sparkles and sounds of nature. She is an international traveler and believes that people are more similar than different in wanting joy in their lives. On the weekends, she can be found hiking the hidden trails or exploring the historic secret staircases of Los Angeles. She also likes to ride her bicycle, listening to music while in a zone of thoughts. Allison can be reach at aclago@brileywealth.com
Credentials
• Financial Licenses: Series 4, 7, 24, 63 and 65. Investment Advisor Representative.
• California Lutheran University Bachelor's of Science - Business
Personal Philanthropic Interests and Social Activities
(Enough is enough, now is the time for us to leave our footprint and change the world)
• Alzheimer's Association California Southland Chapter, Los Angeles, CA.
• Beverly Hills Women's Club. Beverly Hills, CA.
• California Lutheran University Scholarship Society, Thousand Oaks, CA.
• Friends of Virginia Robinson, Beverly Hills, CA.
• John Wayne Cancer Institute (JWCI), Santa Monica, CA.
• Los Angeles Music Center - Gloria Kaufman (Center Dance Arts)
• Los Angeles World Affairs Council (LA-WAC), Culver City, CA.
• Member of El Caballero Country Club in Tarzana, CA.
• Providence Cedars-Sinai Tarzana Medical Center Board of Governors, Tarzana, CA.
• Providence St. John's Medical Center-Foundation, Santa Monica, CA.
• SOVA Food Pantry Program, Los Angeles, CA.