Greg Allen, CFP®
Life-Centered Financial Planner, Managing Member
Greg 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.
Greg, a lifelong Oregonian, enjoys spending time with his wife Sandy and their family, which includes: daughter Kristen (son-in-law David); daughter Hannah (son-in-law David) and grandson Oliver; and son Zachary. Together, they like to visit the Oregon Coast and their family mountain cabin. Greg also enjoys wine tasting, sporting clays, exercising, hiking, reading and being with friends.