Jeff Allen, CFP^®

I’m a diligent and detail-oriented financial professional with a passion for helping you build and protect wealth. I’ve been a planner since 1999, bringing decades of experience and insight to every relationship, and as a CERTIFIED FINANCIAL PLANNER^® practitioner and fiduciary asset manager, I’m committed to you and your needs.

My approach is collaborative and personalized - I take the time to listen, understand your goals, and develop realistic, strategic plans tailored to your situation. Whether you're planning for retirement, managing existing wealth, or navigating complex financial decisions, I provide professional guidance every step of the way.

I’ve been happily married for over 25 years and my wife and I have two adult children (studying to be an Interior Designer and a Physicist). When I’m not working, you’ll find me spending time outdoors by a lake, in the garden, or enjoying time with family and friends, and I’m a fanatic about the Minnesota Vikings and Minnesota Timberwolves.