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Mary (Terry) Allen

Mary (Terry) AllenMary (Terry) Allen

Mary (Terry) Allen

Financial Advisor

Financial Professional

CFP, AWMA, BFA

Email:
terry@enhancewa.com
Phone:
925-932-4494
Fax:
925-932-9044
Language(s):
English
Subsidiary:
Enhance Wealth Advisors
Address:
700 Ygnacio Valley Rd. Suite 200. Walnut Creek, CA 94596
Assistants:

Lynda Kuiken

Assistant(s) Email:

lynda@enhancewa.com

Mary (Terry) Allen

Artisan Capital Partners

Why do you enjoy Artisan Capital?

I believe in plan well to live well. I am passionate about financial planning, and being able to contribute my skills and knowledge in this field with Artisan is incredibly fulfilling. Additionally, the collaborative and supportive work environment and the diverse perspectives and expertise of my colleagues at Artisan fosters continuous learning and growth, which I find extremely valuable. Overall, the combination of meaningful work, a supportive culture, wonderful clients, and the chance to grow professionally makes me genuinely excited to work with Artisan.

Mary (Terry) Allen

Fun Fact

I was sent home from high school because my skirt was too long.

I was born and raised in Oakland, California and was a season ticket holder and fan of the Golden State Warriors.