Broker Check
Terry Allen, CFP®, AWMA

Terry Allen, CFP®, AWMA

Planner & Wealth Manager

When I was younger and making good money in another field, I searched for a financial professional to help and guide me. While I found a lot of nice salespeople eager to tell me about some financial product, I couldn’t find anyone that took time to get to know me. So, I decided to become that person! I switched careers and have never looked back.

I help busy, successful people on the path to financial independence and I have been fortunate to have worked with wonderful clients over the years, helping them define their vision of a confident financial future. My desire is to help people determine what they truly want from their money.

My Key Areas of Experience:

  • Financial Planning and Problem Solving - Wealth and Investment Management
  • Sudden Wealth Syndrome - IRA and Retirement Income Planning
  • Social Security Planning Strategies - Widows/Women in Transition
  • Real Estate Investment Estate Planning and Estate Settlement

Another passion of mine is financial literacy and education. Bad decisions are usually a result of a lack of good information. I am committed to making sure my clients, professional colleagues and community have access to quality financial instruction. I volunteer a considerable amount of time to pro bono consultations and community education.

Those who know me well realize that my family is the “why” behind what I do. Financial independence assures that I am able to provide a good life for myself and those I love. I take the same approach with my clients. I want them to feel confident that they are in the best position to provide a secure future for themselves and those they care about.

I am a Certified Financial Planner (CFP®), Accredited Wealth Management Advisor (AWMASM), and graduate of the University of San Francisco with a B.S. in Mathematics.