Allen Giese
CRD Number: 2145424Current Firm: Northstar Financial Planners, Inc.
Compensation Model: Fee Only
Allen Giese, CLU, ChFC, ChSNC (CRD# 2145424) is an Investment Advisor Representative and founding partner at Northstar Financial Planners, Inc. in Plantation, FL and has over 25 years of experience in the finance industry.
Allen provides financial peace of mind and lasting retirement wealth through objective financial planning advice and portfolio management services. Northstar Financial Planners designs and implements highly diversified investment portfolios that are consistent with the individual client's goals and objectives, and that are aligned with their particular risk/reward preferences. This approach helps to ensure your wealth will last through a lengthy retirement.
As a fee-only advisor Northstar has a strict legal obligation to put client's interests ahead of our own. It requires a thorough knowledge of the lowest cost solutions in the financial industry and solutions that optimize the risk/return reward spectrum. Northstar does not sell investment products and receive no commissions from the sale of investment products. Therefor, there is no incentive to "sell" clients something to make the relationship worthwhile. What Northstar does is pure advice and implementation to meet client objectives and goals.
Away from the office Allen is a long-distance bicyclist, having done multiple rides as long as 3,000 miles. A classically trained violinist and fiddler he can be heard playing music throughout the South Florida area and seen sailing the beautiful waters of Biscayne Bay.
Specialties:
Investment Consulting - making smart decisions with your money
Wealth Enhancement - mitigating income taxes and maximizing cash flow
Wealth Transfer - taking care of heirs
Wealth Protection - making sure assets are not unjustly taken
Charitable Planning - maximizing the significance of charitable gifts
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Financial Planners, Inc. | Plantation, FL | May 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- LA
- TX
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Total Assets Under Management250MILLIONS
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Total Number of Accounts905ACCOUNTS
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Average Account Value$276,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, GA, LA, NY, TN, TX
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