CFP, Enhance Wealth Advisors
Terry Allen is a Certified Financial Planner™ (CFP®), and Accredited Wealth Management Advisor and earned her professional designations from the College for Financial Planning and graduated from the University of San Francisco with a Bachelor of Science Degree in Mathematics.
Separately, she is a Financial Advisor with Royal Alliance Associates, Inc. a member of the Financial Planning Association (FPA), Estate Planning Council of the East Bay and is a past president of the Estate Planning Council of Diablo Valley. She currently serves on the Board of Directors as Vice President of Sponsorship for CREW (Commercial Real Estate Women) East Bay. Terry also served on the board of the East Bay Rental Housing Association for 10 years, with two years serving as its President.
Terry has a wealth of knowledge and experience as a real estate investor and financial planner and has guided her clients in preparing for retirement and through major life changes, including retirement, sudden wealth and/or the loss of a spouse. One of Terry’s specialties is working with professional women and assisting them in addressing the special financial challenges women face. Terry’s motto is plan well to live well.