An experienced securities and wealth management professional based in Los Angeles, Allison Clago became managing director of investments at Wedbush Securities in 2015. Since that time, she has guided numerous clients in selecting investment and savings products based on their unique financial goals, needs, and risk tolerances. Experienced in helping individuals and families prepare for their later years, Allison Clago draws on a detailed knowledge of individual retirement accounts, 401(k) plans, and the processes used to transfer funds between the two.
Also knowledgeable in education-focused savings vehicles, Allison Clago helps families to understand college funding strategies ranging from 529 plans to Coverdell IRAs. She also draws on expertise in estate conservation and overall wealth management strategies, as well as charitable giving.
An active philanthropist herself, Allison Clago supports a variety of area organizations, including the Los Angeles Music Center, the Virginia Robinson Gardens, and the Alzheimer's Association's California Southland Chapter. She also supports the Scholarship Society at California Lutheran University, where she is studying business, finance, and economics, and serves on the boards of both Providence Tarzana Medical Center and the John Wayne Cancer Institute.