Mary (Terry) Allen

Financial Advisor

Financial Professional

CFP, AWMA, BFA

Contact

Email:

terry@enhancewa.com

phone:

925-932-4494

fax:

925-932-9044

language(s):

English

Office

SUbsidiary:

Enhance Wealth Design

Address:

700 Ygnacio Valley Rd. Suite 200. Walnut Creek, CA 94596

Assistants

Lynda Kuiken
Sophie Freitas

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Assistant(s) Email

lynda@enhancewa.com

sophie@enhancewa.com

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NWF Advisory Group

Why do you enjoy NWF?

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 NWF is incredibly fulfilling. Additionally, the collaborative and supportive work environment and the diverse perspectives and expertise of my colleagues at NWF 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 NWF.

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.

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This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities, insurance, and investment advisory services offerred through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through NWF Advisory Services Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.