Brad Allen CFP®

Financial Planner

Brad has been doing comprehensive financial planning for clients as a CFP® planner for over 20 years.  He joined trueNorth at the start of 2022.  Brad brings unique expertise in life insurance and annuity analysis, estate planning, and retirement distribution planning as well as portfolio management.  Brad works with clients at all stages of life with a focus on providing practical financial plans anchored by each individual’s personal and financial priorities.