
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
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
More profiles to browse
Steve Tepper
Vice President, Chief Operating Officer, Chief Compliance Officer, Senior Financial Advisor Country
GG
Gary Glanz
Director of Business Development | Investment Advisor Representative
GG
Gary Gonzalez
Investment Adviser Representative
MK
Maruan Kitner
Investment Advisor Representative
You Might Like
PG
Patricia Gee
Operations
Manhattan Family Office
RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc