Allison Daines

Employer firm

Journey Beyond Wealth CRD 290367

$250M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 01/2022
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2019 → 08/2019
  Ranstad Contractor For The Vanguard Group
  Scottsdale, AZ
• 10/2018 → 05/2019
  Paragon Wealth Management
  Provo, UT
• 08/2016 → 10/2018
  Creative Media Group Inc
  Orem, UT
• 08/2016 → 05/2020
  Utah Valley University
  Orem, UT
• 02/2022 → 12/2024
  Avera Wealth Advisors Dba Journey Beyond Wealth
  Kennesaw, GA
• 01/2025 → Present
  Journey Beyond Wealth, Llc
  Roswell, GA

Previous Registrations

• 2020-09-18 → 2021-12-16
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-09-02

Designations

• Certified Financial Planner

Other Names

• Allison Foster