G. ALLEN FINANCIAL, INC. is a Fee-Only, Registered Advisory Firm in the States of California and New Mexico.
Stephen Allen Duck , CFP® President and Director of Wealth Management
Stephen joined G. Allen Financial in 2005 as Director of Operations and became President of the firm and Director of Wealth Management in 2015. Stephen holds a BS degree in Chemistry from the University of California-Santa Cruz, and completed the Personal Financial Planning program at the University of California-Irvine. Stephen earned his CERTIFIED FINANCIAL PLANNER™ certification in 2015.
Gary Allen Duck, Ph.D. Founder, Retired
G. ALLEN FINANCIAL was launched in 2002 as a Fee-Only, Registered Advisory Firm in the State of California by Gary Allen Duck. What began as a personal goal to devise a retirement and college plan for his young family in the early 1970s, developed into a lifelong interest in investment management and financial planning.
Prior to founding his own company, Gary obtained his Ph.D. degree in Political Science from the University of Washington, after which he enjoyed a long, successful career in information technology management working in the heart of Los Angeles. His growing interest and expertise in the financial markets later steered him towards the Personal Financial Planning program at the University of California, Los Angeles. He became a registered financial advisor in 2002, and founded G. Allen Financial soon after.