Jonathan Allen

Jonathan C. Allen, CPA CFP, CLU

Board of Directors Advisory Council

Jonathan is a financial advisor in Boone, North Carolina. He began his career at Ernst & Young, LLP in Manhattan where he worked as a tax consultant. He currently holds three professional certifications – Certified Public Accountant, Certified Financial Planner®, and Chartered Life Underwriter.

In addition to working at Allen Wealth Management, Jonathan has taught financial planning at Appalachian State University and accounting at Wake Forest University.

An avid outdoorsman, Jonathan enjoys hiking, golf, and fly-fishing the local trout streams. He is married to Stephanie and the couple resides in Boone with their dog, Deacon.