Allison Sajkoski CFP®

Vice President, Financial Planning

After graduating from Hofstra University with a bachelor’s degree in accounting, Allison began her financial career in the audit practice at a large public accounting firm. Since joining United in 2022, she has been an integral part of the compliance, operations, and client experience teams. Allison’s experiences and relationships with the clients she works with drive her to make a meaningful impact on their lives by helping them achieve their financial goals. 

Allison obtained her Series 65 licensing and earned the CERTIFIED FINANCIAL PLANNER® certification, continuing to guide and support clients of United as a member of the financial planning department. 

In her free time, Allison can often be found cooking, baking, or planning a spectacular event for friends and family.

 

Back to Team