Mary (Terry) Allen

Helping people plan well to live well is what drives every process at Enhance Wealth Advisors®. For over 30 years, Terry Allen, CFP®, AWMA®, BFATM has helped clients navigate the complexities of everyday life by making sure they have a plan in place to help them reach their goals, as well as plan for the unexpected. With experience guiding clients through major life changes, including retirement, sudden wealth, and/or the loss of a spouse, Terry is an advocate who works tirelessly on her clients’ behalf.

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Terry is a Financial Advisor with Osaic Wealth and ARTISANCAP. She is also a member of the Financial Planning Association (FPA), a member and past President of the Estate Planning Council of Diablo Valley, and a member and past board member of Commercial Real Estate Women, CREW, East Bay. She graduated from the University of San Francisco with a Bachelor of Science Degree in Mathematics.

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With extensive personal experience as a real estate investor, owning and managing rental property, Terry’s real estate expertise allows her to provide specialized planning and advice for those involved in the real estate industry. She was president and on the board of directors of the East Bay Rental Housing Association.

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For Terry, the most fulfilling part of her practice is helping people create a more rewarding and prosperous future. While each client is unique, all have this in common: they want objective advice from an experienced professional who cares about them.