About Us

The Alameda Financial Group

At Alameda Financial Group, we are passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially empowered.

We believe in building long-term relationships through a holistic approach that allows us to deeply understand your specific situation, values, needs and hopes.  We work closely with you to develop thoughtful strategies that are designed to help you work towards your goals and prepare you for all of life's critical financial events. 

David, Ally, Gurvinder, and Adrianne joined as a collaborative team, as they all shared a passion for helping others navigate both the financial and non-financial highs and lows that life brings. Each member of the team brings their unique strengths to the table to provide an optimal client experience. Below are a few more details on the team members individually.

David Koehler - Financial Planner & Partner

David founded his CPA tax practice in 1994 because he wanted to provide individuals, small, and medium sized businesses with accounting and management services that would help each business operate more effectively and efficiently. As such, it was a natural transition for David to start his own financial planning practice and take the next step in helping his clients work towards financial freedom. During his work in financial planning, he has helped clients work towards their dreams of retirement, send their children to college, and budget for the trips of their dreams. He brings his energy and enthusiasm to his practice and values his close relationships with his clients. Being an integral part of their growth and success is among his greatest rewards.

David was born and raised in San Jose. He graduated from Santa Clara University in 1989 and received his CPA shortly thereafter. Dave became a Certified Financial Planner in 2010. Dave holds his Series 7, Series 66, Life Insurance, and Real Estate licenses, as well as the Personal Financial Specialist certification from the AICPA. 

David is active the professional organization of the California Society of CPA's.  He enjoys advocating for the importance of financial literacy and the CPA financial planner professional.  He currently serves on Society's statewide Financial Planning Committee.  He was a past president of the statewide committee as well as a Board Member of the local San Jose Chapter.   

Dave enjoys spending time with family, playing ice hockey, adventuresome travel, mentoring young professionals, and networking with his friends and clients.

Ally Lavallee - Financial Planner & Partner

Ally began her career in finance in 2012 because she wanted to help individuals and families realize their fullest financial potential and avoid all too common mistakes. Her intent listening skills and empathy make her an invaluable coach and confidant to her clients. Her favorite part of the business is watching her clients become more confident in their financial future through education and experience.

Ally was born and raised in San Jose, attending Archbishop Mitty High School. She graduated from California Polytechnic State University (Cal Poly) with a degree in Finance and a minor in Economics with Magna Cum Laude Honors. Ally is a CERTIFIED FINANCIAL PLANNER (CFP®) and holds her Series 7, Series 66, and Life Insurance licenses. She focuses her time on meeting individually with clients, building financial plans, and servicing client needs. In 2024, Ally became a partner in her share of the Alameda Financial Group.

Ally enjoys staying active through running, lifting weights, and chasing her toddler. Her priority is maintaining her trusted relationships with clients, friends, and family, as well as raising her son Ben alongside her husband, Vincent.

Gurvinder Aujla - Financial Planner

Gurvinder started her career in wealth management in 2004 because she found financial planning fascinating and wanted to help people save and grow assets to achieve their financial goals. Gurvinder has worked as an Investment Financial Advisor and Registered Advisory Representative with Fortune 500 banks, such as Merrill Lynch, JP Morgan Chase, and PNP Prabhas. In 2019, she shifted her career to tax-smart financial planning.

Gurvinder specializes in taxation and financial planning. Her mission is to assist clients with achieving their financial goals by utilizing tax-savvy financial strategies to maximize retirement savings and wealth in general. Gurvinder is an emphatic listener dedicated to understanding and appreciating each client's unique situation. She focuses on a collaborative approach to financial planning to ensure her clients are well educated to make informed decisions.

Gurvinder graduated from the University of California, Davis, in 2002 with a Bachelor of Science in Managerial Economics and a Bachelor of Arts in Psychology and completed her MBA in 2009. Gurvinder holds her Series 7, Series 66, Series 63, Life Insurance licenses, Real Estate licenses, Enrolled Agent designation, and completed CFA Level I.

Although Gurvinder's priorities are her teenage daughter, family, and her profession, she also enjoys going to the gym regularly, hiking, and running. Her other hobbies are cooking, traveling, and spending quality time with friends.

Adrianne Flores - Client Service Manager

Adrianne has been in the administrative field for over 25 years. She has always had a passion for providing excellent service to clients and support for her team. Her goal is to foster positive, lasting relationships built on trust and communication. When she joined Alameda Financial Group in 2020 she found a strong desire to grow her career in financial services.

 Adrianne was born and raised in San Jose. She currently holds her Series 7 and Series 66 licenses. Adrianne is currently in the process of finishing her schooling to obtain her Associate's degree and then will continue on to get her Bachelor's degree in Finance.

Adrianne enjoys spending time with her husband, Noah, and their 6 beautiful children. She stays busy with all of their sports activities, and she volunteers for the school and baseball league.