CFP®, Senior Client AdvisorEmail Kerri Allen
Kerri Allen joined TFC Financial Management in 2019. In addition to serving as a client advisor, she participates in the firm's financial planning and investment review process and provides comprehensive financial planning and investment advisory services for a select group of the firm's clients.
Prior to joining TFC Financial Management, Kerri was a Financial Advisor at Boston Wealth Strategies, an investment management and financial planning firm, where she provided tailored wealth-management solutions and comprehensive financial planning services to high-net-worth clients.
Previously, Kerri worked as a Financial Advisor in Boston for Northwestern Mutual and Bank of America/Merrill Lynch, working one-on-one with clients to develop comprehensive financial plans, including investment strategies and a full suite of related insurance solutions.
A CERTIFIED FINANCIAL PLANNER™, Kerri received her Master of Business Administration from Boston University, The Questrom School of Business, and her bachelor’s degree from Brooks Institute in Santa Barbara, California. Kerri serves as a mentor and volunteer at YearUp, an organization that helps young adults obtain skills for career growth and pursue higher education. Kerri also volunteers as a financial planning consultant for the staff at Compass Working Capital, an organization that helps low-income families build assets and financial capabilities.