Northstar Financial Planners, Inc.
Northstar Financial Planners, Inc. (CRD# 131507) is a financial advisory firm headquartered in Plantation, FL. They manage $122,810,914 in 585 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management123MILLION
Total Number of Accounts585ACCOUNTS
Average Account Value$209,933
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, NY, TX
Allen Giese, CLU, ChFC (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.
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
Mia Kitner (CRD# 6455182) is an Investment Advisor Representative at Northstar Financial Planners, Inc. in Plantation, FL.
Financial planning does not have to be complicated. By beginning to understand your financial needs first before crafting a plan that aligns with your goals and values I am able to help you create the life that you want.
With a holistic approach to a compassionate and thorough wealth management experience, I am able to demystify your unique financial planning needs. Together with our team, we focus on helping clients address their five biggest concerns: preserving their wealth, mitigating taxes, increasing cash flow, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving. As a fee-only firm, Northstar has a strict legal obligation to put their clients’ interest ahead of their own.
I did not set out to become a financial advisor, but sometimes our calling comes from the least expected places. I've always enjoyed helping others and the reason I am so passionate about helping my clients make smart decisions about their money is that I grew up in a single mother home. I know from firsthand experience the unique challenges women and families face with this transition. From unfamiliarity with the household finances to coping with dramatically changing priorities, I am there with a calm guiding hand.
I am currently working towards my CERTIFIED FINANCIAL PLANNER™ certification and I am a member of NAPFA and FPA.
In my spare time I enjoy spending time with my young family, traveling, horseback riding, and as an animal lover volunteering whenever I get the chance.
Gary Glanz (CRD# 2694916) is an Investment Advisor Representative working at Northstar Financial Planners, Inc. in Plantation, FL and has over 13 years of experience in the finance industry.
Gary Gonzalez (CRD# 5424302) is an Investment Advisor Representative working at Northstar Financial Planners, Inc. in Plantation, FL and has over 10 years of experience in the finance industry.
Steve Tepper (CRD# 5424187) is an Investment Advisor Representative working at Northstar Financial Planners, Inc. in Plantation, FL and has over 10 years of experience in the finance industry.