Mary "Terry" Allen

CFP®, AWMA
Personal Finance, Retirement, Lifestage Based Planning
4
Answers
1
Articles
“Terry Allen, Certified Financial Planner and Accredited Wealth Management Advisor, has been helping people "plan well to live well" in the San Francisco Bay Area for over 20 years. ”
Firm:

Enhance Wealth Advisors®

Job Title:

CFP®, Accredited Wealth Management Advisor

Biography:

Helping people plan well to live well is what drives every process at Enhance Wealth Advisors®. Since 1986, Terry Allen, CFP ®, AWMASM has helped clients navigate the complexities of everyday life. She does this by making sure they have a plan in place to help them reach their goals, as well as plan for the unexpected. Each client is unique and Terry works hard to help them meet their specific needs. She is an advocate who works tirelessly on her client’s behalf.

Terry is a Certified Financial Planner™ (CFP®), and Accredited Wealth Management AdvisorSM (AWMASM) and earned her professional designations from the College for Financial Planning. Separately, she is a Financial Advisor with Royal Alliance Associates, Inc. Terry is a member of the Financial Planning Association (FPA), Estate Planning Council of the East Bay and is Immediate Past President of the Estate Planning Council of Diablo Valley. She graduated from the University of San Francisco with a Bachelor of Science Degree in Mathematics.

Terry is a sought after thought leader.  Her interviewers include Forbes Magazine, the leading source for reliable business news and financial information, The Suit Magazine, a publication that features successful corporate executives and professionals and Rental Housing Magazine, a publication of the East Bay Rental Housing Association.

As a Certified Financial Planner™ and Accredited Wealth Management AdvisorSM, Terry has guided her clients through major life changes, including retirement, sudden wealth and/or the loss of a spouse.

Terry has a wealth of knowledge and experience as a real estate investor. She has owned and managed residential rental property for many years. She served on the board of directors of the East Bay Rental Housing Association for over ten years, and also served as its president. Terry serves on the Board of Directors as Treasurer for East Bay CREW (Commercial Real Estate Women).  CREW is the industry's premier business networking organization dedicated to supporting the achievements of women in commercial real estate. Terry’s real estate expertise allows her to provide specialized planning and advice for those involved in the real estate industry.

For Terry, the most fulfilling part of her practice is helping people create a more rewarding and prosperous future. While each client is unique, all have this in common: they want objective advice from an experienced professional who cares about them. Clients find this and more in Terry Allen, who seeks understanding first, then applies wisdom and industry knowledge to help them plan well to live well.

Education:

BS, Mathematics, University of San Francisco

Fee Structure:

Fee-Based
Commission

CRD Number:

1498096

Insurance License:

#0781632

Disclaimer:

Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a Registered Investment Advisor.  Insurance services offered through Enhance Wealth Advisors which is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment advisor.  Additional insurance offered by Mary T. Allen, independent of Royal Alliance Associates, Inc

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