“When I first contacted Terry in 1994, I was working for United Airlines and needed help transferring assets. I found her through the phone book, and from our very first conversation, she guided me through the entire process and made everything feel manageable. It was the beginning of a relationship I’m truly grateful for today.
I was always nervous about investing and didn’t understand the stock market well enough to feel comfortable with the risks. Terry listened carefully to my concerns and never pressured me into investments that didn’t fit my comfort level. While she explained the opportunities available in the market, she focused on helping me find financial solutions that aligned with my needs and comfort level.
One of the best decisions Terry encouraged me to make was purchasing Long Term Care insurance. I stayed committed to maintaining the policy through many life changes. Today, that coverage provides more than enough each month to cover my living expenses and care.
Because of that planning, I’m able to live at Ivy Park in San Francisco — a place I truly love and could not afford otherwise. It’s a wonderful environment, and I never imagined I’d one day be living somewhere where breakfast, lunch, and dinner are served every day on white tablecloths.
When I think about my relationship with Terry, the word that comes to mind is simple: grateful.”
Patricia D.
5/19/2026
Patricia Dahs is a current client of Terry Allen, CFP®
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success
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My wife and I have been working with Terry since 1992. We were introduced to her through our previous advisor, who was preparing to retire and recommended that we work with Terry. It turned out to be an excellent recommendation.
Terry helped us immensely as we planned for life after work. When we met, we were in the last few years of planning for retirement. We have now been retired for 18 years, and Terry has been instrumental in helping us create a comfortable retirement in a strong financial position. We are able to relax and enjoy knowing that we have a thoughtful financial plan in place.
As Terry’s business has grown, she has built a team that provides the same level of attentive and friendly service. They make sure important tasks are completed in a timely manner, so we need not be concerned about schedules.
Walt H.
8/7/2026
Walt Heine is a current client of Terry Allen, CFP®
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success
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Working with Terry has been a very positive experience. She is someone I trust.
She takes the time to stay informed and is always willing to help identify valuable resources and professionals when needed, including legal and tax professionals.
I especially appreciate her personal approach. She uses real-life examples to explain financial topics in a way that is easy to understand and, when requested, includes family members in Zoom meetings so everyone can be part of the conversation.
She makes an effort to stay connected through personal emails and even accommodates me by making home visits. I value having an advisor who is knowledgeable, accessible, resourceful, and genuinely committed to maintaining a personal relationship with me.
Marjorie F.
8/21/2026
Marjorie Fujioka is a current client of Terry Allen, CFP®
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success
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Terry Allen has been my trusted financial advisor since 2008, managing retirement monies with my business savvy husband, Tom and for the last 9 years on my own as a widow. This widowed time period has been especially crucial for “peace of mind” that I could feel confident that my investment monies would provide me a stable income to live on.
She has always been available for advice and counsel on all financial matters. She has always kept me up to date on market investment data and both monthly and annual report performance. She is wise and knowledgeable in all areas of financial information.
Terry truly takes to heart her sincere responsibility to manage my life savings for the betterment of my life. And now over the years she is not only my financial advisor but a true confidant and friend. I feel fortunate to have her “in my corner” as I grow older.
Elizabeth Whitaker
9-1-2026
Elizabeth Whitaker is a current client of Terry Allen, CFP®
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success
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I began working with Terry Allen at the recommendation of a female co-worker. She touted Terry’s qualifications and focus initially working with female clients as our investment interests are unique. This co-worker was a 50 year old single female. I was recently separated from my husband, had 3 teenaged children and commuted to San Francisco each day. My plate was full and overflowing. Although I had a 401K account through my employer, I never thought I had enough money to justify the assistance of a financial professional.
When I met with Terry the first time she had me complete a profile identifying my priorities. Health, family and basics were identified; however what really sang was my desire to take a vacation with my children that didn’t include visiting family. Within a short period of time and a minor initial investment working with Terry I had the money needed for a low key vacation to Oahu.
Throughout the 25+ years of working with Terry I have continued to invest with her recommendations. With Terry and her staffs assistance I made decisions on retirement, assisting my now adult children with weddings and other financial endeavors. She has also assisted by working together with my tax professional to be sure I was always in compliance.
Each time I meet with Terry I leave the meeting feeling like my life is in order and I sleep well at night.
Linda Sproule
10/1/2026
Linda Sproule is a current client of Terry Allen, CFP®
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success
