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ALLEN GIESE, CHFC, CLU

President,
Investment Advisor Representative

Allen Giese has been a financial advisor since 1991, working with professionals, business owners, executives and retirees. He is the founder and President of Northstar Financial Planners, Inc. Prior to founding Northstar, Allen had worked in the securities and insurance industry 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 with his musical friends, many of whom work with him at Northstar.

Allen has lectured on portfolio management principles to both public and professional audiences. He is a Chartered Financial Consultant as well as a Chartered Life Underwriter. He lives in the Davie area of South Florida with his wife, Gayle, and their two children, Andrew and Paige. Besides making music, Allen enjoys sailing and bicycling in his spare time.