Danisha M Allen

My goal is to help you achieve your life's goals and live your purpose.

As a financial advisor, I help successful business owners and affluent families develop a roadmap to realize their 'why' and cascade wealth generationally.

I understand that my clients face exceptional and overlapping challenges such as protecting assets, planning for retirement and reducing tax liability. Other priorities may include paying for kids education, caring for elderly parents or transferring the family business. Everyone's situation is unique, and that's where I can help. I'll evaluate your situation comprehensively (in collaboration with your accountant and lawyer) and personalize your investment strategy to help balance your many needs at once. We track our progress and make changes as needed along the way.

I have developed a passion for helping business owners protect their businesses by helping them answer questions about:
- How does the business factor into achieving one's personal financial goals?
- How would the business be affected in the event of a key employee's death or disability ?
- How to ensure an orderly transition should you or a co-owner of the business pass away or become disabled?
- What benefits will help recruit and retain key employees?

I earned an MBA with a concentration in investments from Marywood University in Pennsylvania. Prior to joining Edward Jones, I had a successful career in banking.

When I'm not at the office, I enjoy exploring the outdoors with Rory, my husband of 19 years and my adorable boys, Jordan and Joshua. I also enjoy reading, working-out and FaceTiming my sisters.

For a complimentary, no obligation, consultation - please contact 905-898-6262 or [email protected].