Sunni Allen is a dedicated financial professional with a strong background in client services and the wealth management industry. With years of experience supporting advisors and their clients, she has demonstrated an exceptional ability to professionally yet personably assist in getting taking care of clients.

Sunni’s academic journey includes studying Business Administration at Point Loma Nazarene University, where she developed a solid foundation in business principles and practices. Her educational background has been instrumental in her ability to navigate the complexities of the financial industry and provide valuable support to both clients and colleagues. Sunni also earned the Accredited Investment Fiduciary (AIF®) designation and Series 65 registration - underscoring her commitment to upholding the highest ethical standards in investment management and client relations.

Beyond her professional endeavors, Sunni is a devoted wife and mother. She resides in Southern California, where she enjoys spending quality time with her family and creating lasting memories. Her personal interests include visiting Disneyland and family-oriented activities.

Sunni’s unwavering dedication to client service along with her strong work ethic, make her an invaluable asset to both Three Arch and our clients.