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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Silicon Valley

Allison Kollar

CFP®

Senior Wealth Advisor

1550 El Camino Real, Suite 100
Menlo Park, CA 94025

Allison Kollar

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Allison Kollar

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Allison

Allison has spent 25 years as a financial advisor striving to be the best partner and resource to clients. Of those 25 years, 20 have been dedicated specifically to high-net-worth families, helping them achieve financial fulfillment through solid relationships and guidance.

Before joining Focus Partners through its merger with Bordeaux Wealth Advisors, Allison held a senior role as a lead advisor serving ultra-high-net-worth families at Brownson, Rehmus & Foxworth, Inc.

Allison was born and raised in the suburbs of Chicago and currently lives in Orange County, California. She enjoys travel, photography, all things health and wellness, and giving back.

Education and Professional Milestones

  • University of Illinois – Bachelor’s degree
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