Kori L. Allen,  CFP<sup>&reg;</sup> - Financial Advisor

Kori L. Allen, CFP®

Founder

Pearl Wealth LLC

925B NW 19th Ave
Portland, OR 97209

Pearl Wealth LLC

2055 NW Johnson
Portland, OR 97209
FINANCIAL ADVISOR'S WEBSITE
(888) 652-2985
(503) 223-2539 (503) 516-7291

General

Kori Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pearl Wealth LLC in Portland, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Irregular Income, Real Estate, Retirement, Stocks & Bonds, Life Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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