Allison Modrak
Financial Advisor
Designations: CFP®
480-609-9900
CERTIFIED FINANCIAL PLANNER™ professional Allison Modrak is an advisor in our Phoenix, Arizona, office. Originally from New Berlin, Wisconsin, Allison earned her Business Administration degree (emphasis in Finance) from the University of Wisconsin-Milwaukee, where she graduated cum laude. When asked about her approach to advising, Allison said, “I utilize a comprehensive strategy that encompasses all areas of my clients’ financial lives, while keeping their values and goals at the forefront. I consider my specialization to be that I help my clients carefully plan for and transition into retirement.” An extremely active member in her local community, after growing up in the chilly winters of Wisconsin, she has come to love the outdoors and embrace the climate of Arizona. When not meeting with clients, Allison enjoys hiking, cycling, cooking, traveling, camping, and is a voracious reader. Married, she lives with her husband Storm in Phoenix with their beloved labrador retriever.
CERTIFIED FINANCIAL PLANNER™ professional Allison Modrak is an advisor in our Phoenix, Arizona, office. Originally from New Berlin, Wisconsin, Allison earned her Business Administration degree (emphasis in Finance) from the University of Wisconsin-Milwaukee, where she graduated cum laude. When asked about her approach to advising, Allison said, “I utilize a comprehensive strategy that encompasses all areas of my clients’ financial lives, while keeping their values and goals at the forefront. I consider my specialization to be that I help my clients carefully plan for and transition into retirement.” An extremely active member in her local community, after growing up in the chilly winters of Wisconsin, she has come to love the outdoors and embrace the climate of Arizona. When not meeting with clients, Allison enjoys hiking, cycling, cooking, traveling, camping, and is a voracious reader. Married, she lives with her husband Storm in Phoenix with their beloved labrador retriever.
“I find personal fulfillment in building relationships with clients and helping them achieve their financial goals.”
- Allison Modrak, Allworth Financial Advisor
More About Allison:
- She has earned her CFP®, one of the premier designations in the advisory profession.
- Serving as an analyst for the Investment Club at the University of Wisconsin-Milwaukee originally sparked her passion for investing.
- Allison began her career in the financial services industry in banking in 2016.
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
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Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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