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

Kori L. Allen, CFP®

Partner

Pine Haven Investment Counsel

2055 NW Johnson
Portland, OR 97209-1309

Pine Haven Investment Counsel

2055 NW Johnson
Portland, OR 97209
FINANCIAL ADVISOR'S WEBSITE
(888) 396-2749
(503) 305-3726 (503) 516-7291

General

Kori Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pine Haven Investment Counsel 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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