G. Allen Financial is a client-centric, boutique financial advisory firm at its core. We help organize your financial life in a way that feels intrinsically you.
The firm was founded by Stephen’s father, Gary Allen Duck, in 1999 as a means to help colleagues, friends, and family organize and develop their financial lives. Prior to founding the firm, 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 steered him towards the Personal Financial Planning program at UCLA, and finally, to starting his own company. Gary retired from the firm in 2016.
Personal Financial Planning Certification, University of California at Irvine, 2007
CERTIFIED FINANCIAL PLANNER™ Certification, 2015
In 2015, Stephen obtained the professional CERTIFIED FINANCIAL PLANNER™ certification, and then succeeded his father upon his retirement as President and Director of Wealth Management. Stephen shares Gary’s passion for assisting clients to the betterment of their financial present & future, with a trustworthy and considerate approach that is needed in this highly intimate arena.
Stephen was born and raised in Los Angeles, California. He met his wife, Dora, while studying chemistry at the University. His favorite saying when asked about their relationship is, “we met in physics and fell in love in quantum chemistry!”. Stephen has an unquenchable curiosity, and naturally views life as an adventure. Currently, he is an avid cyclist and enjoys high-altitude training in the beautiful surrounding Sangre de Cristo mountains of Santa Fe, NM.
Ph.D. Chemistry, University of California at Irvine, 2009
Post-Doctoral Researcher, Stanford University, 2009-2012
Dora is also a native Californian, born and raised in the San Joaquin Valley. In addition to having been a physical sciences researcher, she is also a glass blower and has enjoyed studying glass as an expressive art form. Currently, she takes great pleasure in learning and practicing the art of classical horsemanship with her adored 22 year old Azteca mare. She credits her husband in expanding her curiosity and love for life. Together, she and Stephen love sharing quality family time, camping, and traveling as much as feasible.