About William Allen
I am proud to be an associate financial advisor with the Approach Path Financial Advisors team of Thrivent. While my team provides written financial plans and wealth advice to people at all stages of life, my client focus centers on those early in their careers and young families looking to establish a solid financial foundation that serves them and their loved ones throughout their lives.
Aside from my client facing activities, I am also the foremost investment analyst for Approach Path Financial Advisors assisting our lead advisor Alan Writer and director Paul Sharp construct personalized portfolios for our wealth management clients.
Born and raised in North Seattle, just up the hill from Golden Gardens I have lived in Seattle most of my life having attended St John’s the Evangelist from kindergarten through middle school and then Bishop Blanchet High School. For three years I studied finance at Loyola University Chicago before moving home and earning my degree at the Albers School of Business and Economics at Seattle University. I know firsthand how life can change unexpectedly and the importance of having a comprehensive backup plan to adjust accordingly. There is nothing we cannot face if we don’t go it alone.
If you are seeking clarity in your financial picture or to start building a strong financial foundation, call or email me to connect or schedule a meeting.
Meet My Team
Auburn Office
Approach Path Financial Advisors
- Title
Team Practice
- Website
- https://connect.thrivent.com/approach-path-financial-advisors