Allen Giese has been helping individuals and families navigate their financial journey since 1991, when he launched his career as a financial advisor. As founder and President of Northstar Financial Planners, a fee-only Registered Investment Advisory firm, Allen heads a team that is committed to ...more

Allen Giese has been helping individuals and families navigate their financial journey since 1991, when he launched his career as a financial advisor. As founder and President of Northstar Financial Planners, a fee-only Registered Investment Advisory firm, Allen heads a team that is committed to clients' financial health 365 days of the year. He has a focus on working with pre-retirees, special risk employees of the Florida Retirement System, and families of children with special needs. Before founding Northstar Financial Planners, Allen worked in the securities and insurance industry as an agent and representative. He also owned retail businesses and was a professional violinist. Today he shares his decades of financial and investment experience by lecturing on the principles of portfolio management to both public and professional audiences. Allen is a Chartered Financial Consultant and a Chartered life Underwriter, and though he no longer performs violin professionally, he still enjoys playing with his musical friends, many of whom work with him at Northstar Financial Planners.less