George Allen CLU, ChFC, CFP
Balancer · DISC type SGeorge Allen is a Wealth Management Advisor at Northwestern Mutual with over 35 years of experience. He specializes in creating comprehensive financial plans and retirement solutions for high-net-worth clients, business owners, and professionals. He holds a BS from the State University of New York at Oswego.
An Eagle Scout himself, George is passionate about supporting local scouting programs and participates in events like sporting clays shoots to benefit the Longhouse Council. He is a past board member for the United Way of Greater Oswego County and the Oswego Hospital, showing deep community involvement.
Unique fact: George has spent his entire 35-year career with Northwestern Mutual, having started with the company through a college internship program.
Read the full overview →How George shows up
They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical. They are willing to make long-term decisions.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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