Allen Gentry CFP®, APMA™
Joining Jarvis Financial in January of 2023, Allen has been an integral part of the team serving as the Portfolio Manager and client service liaison. With a strong commitment to curating and maintaining an efficient investment strategy, he collaborates closely with our advisors to ensure that each client’s goals are met with precision and care.
Allen gained his breadth of financial planning knowledge while graduating from Central Washington University in Ellensburg Washington as one of the inaugural class members of the Personal Financial Planning degree program and obtaining his Series 7 and Series 66 Licenses shortly thereafter.
Outside of the office, Allen loves hitting the open road on long cross-country adventures and unleashing his creativity doing studio work as a guitarist.
