Email address: allen@northstarplanners.com
Office phone: 954-693-0030
Allen Giese, ChFC®, ChSNC®, CLU®
President | Chief Executive Officer | Senior Financial Advisor
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 Plan
Fun Facts
Allen is board President for the National Alliance on Mental Illness (NAMI), Broward chapter.
He is a highly accomplished violinist and still plays with his friends.
Allen lives in Davie with his wife, Gayle, who is his rock and cornerstone. Together they have two adult children, Andrew and Paige.
He has crossed the United States twice on a bicycle.
Allen and Gayle completely spoil their dog, Coda.
Education, Certifications, and Memberships
Chartered Special Needs Consultant®, The American College
Chartered Financial Consultant®, The American College
Chartered Life Underwriter®, The American College
Bachelor of Arts, Music—Violin Performance, University of Miami