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Stephen D
CFP®
Santa Fe, NM
G. Allen Financial Inc.
Stephen Duck is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at G. Allen Financial Inc. in Santa Fe, NM. He has been with the firm since 2017 and also worked there from 2005 to 2016. G. Allen Financial provides discretionary wealth management and integrated financial planning to individual and high-net-worth clients, focusing on retirement, education, estate, and tax-related topics. The firm manages approximately $94.5 million across about 41 client relationships and emphasizes long-term investment strategies tailored to each client’s objectives and risk profile.
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