
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
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