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Allen Giese
Allen Giese, CLU, ChFC has been a financial advisor for over 14 years,
working with professionals, business owners, executives and retirees.
He is founder and President of Northstar Financial Planners, Inc. Northstar
is a Registered Investment Advisory firm based in Plantation, Florida.
Allen provides fee-only financial planning and investment advisory services
to clients throughout South Florida and the United States.
Prior to founding Northstar, Allen had worked in the securities and insurance
industry, working as an agent and representative. He has also owned businesses
in the retail sector and was a professional violinist, having received his
degree from the University of Miami in violin performance. He continues to
play music with his musical friends.
Allen has extensive experience lecturing on portfolio management principles
to both public and professional audiences. He is a Chartered Financial Consultant
as well as a Chartered Life Underwriter.
Allen lives in the Davie area of South Florida with his wife Gayle of 20 years
and their two children, Andrew and Paige. Besides making music, Allen enjoys
sailing and bicycling in his spare time.
Gary Glanz
Gary S. Glanz is an Investment Advisor Representative and Vice President
of Northstar Financial Planners, Inc., a Registered Investment Advisory
firm based in Plantation, Florida. Having been in the financial services
business for over 12 years Gary provides fee-only financial planning and
investment advice to professionals, business owners, executives and retirees.
Prior to his association with Northstar, Gary worked in the securities and
insurance industry as an agent and registered representative, building a
loyal following of clients that recognized his ability to understand their
most important financial concerns and provide effective solutions to them.
Gary was also a professional stage, film and television actor and director
and remains involved in the arts community in South Florida.
Gary lives in Ft. Lauderdale Beach, with his daughter Sydney and enjoys the
peace and serenity that beach living, regular exercise and healthy nutrition
provides.
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