Allison Oberembt
Financial Advisor
Allison Oberembt is a Financial Advisor at Diamond State Financial Group. She specializes in working with business owners, medical professionals and individuals preparing for retirement by creating innovative strategies to help overcome their unique challenges. These specialties include:
- Retirement Income Strategies
- Wealth Management
- Tax Distribution Strategies*
- Income and Asset Protection Strategies
- Employee Benefits
- College Funding Strategies
- Legacy Maximization/Estate Planning*
Allison is most passionate about treating her clients like family and helping them as they progress through different life stages. She takes pride in building long-lasting relationships built on honesty and integrity. Allison believes a comprehensive strategy, incorporating all aspects of a client’s financial life, is critical to helping them achieve and exceed their desired goals. Through her strategic approach to wealth management, clients receive hands-on support, extensive resources and access to a team of financial experts throughout the relationship.
*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Education
Allison graduated from the University of Delaware’s Alfred Lerner College of Business with a Bachelor of Science in Financial Planning & Wealth Management and a degree from the University of Delaware’s College of Arts & Sciences in Fashion Merchandising. Allison earned her SIE, Series 7, and Series 66 registrations and Life & Health Insurance licenses. She is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Allison volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. She is committed to our community through fundraisers, outreach and support to make a lasting difference.
Personal
Allison was born in Springfield, Illinois, and raised in Newark, Delaware. She is a proud Young Founder of the Fund for Women in Delaware, where she collaborates with other women in the community to host events and fundraise for the FFW Endowment. She enjoys meeting new people, going out with her friends and trying different restaurants in the area. She loves traveling, spending time with her family and hanging out with her two dogs, Prince and Kai.