Greg Allen
Managing Member at Wellstone Wealth Management, Llc
Based in Portland, India
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Seniority
C-Team
Department
General Business & Management
Location
Portland
Industry
Financial Services
Company size
2
Contact information
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g•••••••@wellstoneweatlh.com
Phone
5 credits+91 ••• •••• ••••
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Background
About Greg Allen
Greg Allen is a Certified Financial Planner® professional, who has been helping clients make wise decisions about their wealth since 2001. As the second generation owner of Wellstone Wealth Management, a firm established in 1992, Greg believes it is crucial for advisors to help clients plan their finances around their lives instead of their lives around their finances. To do so, Greg focuses on what he calls a “Return on Life,” which helps his clients address if they are living the best life possible with the money they have. Return on Life puts quality before quantity by managing assets in a way that improves life and helps provide peace-of-mind and financial confidence. To learn more about Greg or Wellstone Wealth Management, please visit - Advisory services offered through Wellspring Advisors, Inc, A Registered Investment Advisor.
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