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Allen Giese

Chief Executive Officer, Investment Advisor Representative, President

Northstar Financial Planners Inc

United States, Florida, Fort Lauderdale

About Me

Allen founded Northstar Financial Planners because he wanted to offer financial solutions that weren’t steered by product sales. From the start, the independent firm has offered fiduciary, commission-free financial planning and investment management. As Senior Financial Advisor, Allen helps people focused on family and legacy make good decisions about their money. His expertise includes families with adult children suffering from a serious mental illness, Special Risk employees retiring from the Florida Retirement System, and affluent individuals and couples approaching retirement. Allen is a published author of the book, When Mental Illness Strikes; Crisis Intervention for the Financial Pla
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Profile Information

Chief Executive Officer, Investment Advisor Representative, President

Northstar Financial Planners Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Lauderdale

Florida

United States

May 15, 2024

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