Alexis Dunbar
Senior Associate Advisor
CFP®
Alexis Dunbar is a CERTIFIED FINANCIAL PLANNER® professional serving Allworth’s Folsom office. She works with individuals and families to develop comprehensive wealth strategies, drawing on her experience supporting high-net-worth clients through detailed financial planning. Alexis is known for her proactive approach and commitment to delivering an exceptional client experience.
A graduate of California State University, Sacramento, Alexis earned her Bachelor of Science in Business Administration with an emphasis in Financial Planning and a minor in Risk Management and Insurance. She also holds the FINRA Series 65 license.
Currently living in Rancho Cordova, Alexis enjoys spending time outdoors, whether hiking, walking the American River Parkway, or playing pickleball. She also enjoys traveling, staying active, and gathering with her large family for Sunday dinners. One of her favorite traditions is taking an annual trip with two lifelong friends she’s known since kindergarten, exploring destinations ranging from Greece to America’s national parks.
My process begins with deep listening. I take the time to understand each client’s needs, priorities, and the values that shape their financial decisions. Combined with thorough analysis and careful planning, that understanding allows me to develop strategies designed to reflect each client’s unique circumstances and help them make the most of their hard-earned wealth.
During our partnership, my clients can expect a relationship built on trust, communication, and genuine care. I want every person I work with to know they have an advisor who is invested not only in their financial success, but also in the people and experiences that matter most to them. My goal is to help clients feel informed, supported, and prepared for whatever comes next.
The relationships I build are the most rewarding part of my work. I genuinely enjoy getting to know the people I serve, learning about their lives, and understanding what they care about beyond their finances. My natural curiosity helps me build meaningful connections and better understand the perspectives that shape each client’s goals.
That’s why I consider it a privilege to serve as a financial advisor. Being entrusted with such an important part of someone’s life is a responsibility I don’t take lightly, and I’m grateful for the opportunity to help my clients work toward the future they envision.
Financial planning is about more than the numbers. It’s about understanding the people, priorities, and experiences behind them - so we can focus on what matters most.
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