Allison Sullivan Black

Client Advisory

Biography

Allison is a Principal / Wealth Advisor in Cerity Partners’ Greenbrae office with more than 30 years of experience in financial services and wealth management. She plays a lead role in financial planning, helping clients navigate important financial decisions with clarity and confidence.

With a Masters of Science in Financial Planning and specialized training in financial life planning and coaching, Allison takes a holistic approach that connects clients’ financial resources with their personal goals and values. She serves as a trusted resource, simplifying financial complexities and helping clients make thoughtful, informed decisions.

Allison joined Cerity Partners from Abbrea Capital, where she was Client Relations Director, after beginning her career at Salomon Smith Barney in New York City.

Outside the office, Allison enjoys tennis, wilderness backpacking, and tending to her vegetable garden. She lives in Marin County with her husband, two children, and their Goldendoodle, Boomer.

Client Advisory Learn more about Allison’s practice

Education

  • B.A. in Philosophy and History from Winona State University
  • M.S. in Financial Planning from Golden Gate University

Highlights

  • Series 65

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