Thaddeus Allen, CFP^®

Designations and licenses

Thaddeus is a CERTIFIED FINANCIAL PLANNER^® professional.

Experience and education

Thaddeus works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help align their wealth with their purpose, passions and values to achieve their life goals. He is fascinated by their stories and circumstances and cares deeply about making a difference in their lives.

Prior to joining Mariner, Thaddeus worked at Brighton Jones as an advisor. Prior to that, he was an investment counselor at Fisher Investments. Thaddeus began his career in the financial services industry with Fidelity Investments in 2012.

Thaddeus holds a bachelor’s degree in psychology from Westminster College.

Personal interests

Away from the office, Thaddeus enjoys camping, rafting, spending time with family, skiing, mountain biking, reading and coaching. He was one of the founding members of the first Portland ProVisors chapter and has helped launch other chapters in the region.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.