“I find joy helping clients organize their finances and plan for the future. I’ve always loved finding ways to make things better – whether organizing my home or office or fixing something that is broken. I also understand the pressure of balancing work and saving for retirement with enjoying life and family now. When I can take the burden and stress of financial planning off my clients, I feel successful.”
Kerri Allen joined TFC Financial Management in 2019. Kerri works closely with a select group of the firm’s clients and their families, providing comprehensive financial planning advice and experienced guidance.
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.
Kerri is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent. She 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 resides in downtown Boston with her husband and two huskies. Whenever possible, she enjoys heading up to their Maine property for some skiing in the winter and backpacking and mountain biking in other seasons. Kerri serves on the Advisory Board for Compass Working Capital, an organization that helps low-income families build assets and financial capabilities.
