George Allen has been part of the financial services industry with Northwestern Mutual since 1989. George operates a fee-based planning practice, focused on assisting corporate executives, small business owners, and individuals approaching retirement with their unique financial needs.


George is a graduate of the State University of NY (Oswego) with a Bachelor of Science degree in Business.

Professional Development

George Allen has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations along with the Certified Financial Planner™ (CFP®) certification from the American College.

Awards and Recognition

George is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT). He has earned the following awards from each organization:

  • NAIFA Quality Award: 2012-2014
  • National Quality Award: 1991-1992, 1994-2010
  • Million Dollar Round Table Qualifying/Life Member: 2005-2009, 2011-2014
  • Million Dollar Round Table Life Member: 2010
  • Million Dollar Round Table Qualifying Member: 1995, 1998-2004


George R Allen, CFP®, CLU®, ChFC®

Wealth Management Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck