Our Qualifications

Doug 2008

Douglas K. Van Allen, CFP®

Obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994

Series 7 General Securities registration 1990

Licensed in Oregon, Washington, California, Arizona, Colorado, Montana, Wisconsin and Illinois



Insurance Licenses:

Life, Health and Disability

Licensed in Oregon, Washington and California



Long Term Care

Licensed in Oregon, Washington and California



Prior business experience:

Co-founded IPA Financial 1994

American Express Financial Advisors (IDS) 1990-1994

Hardware store owner 1980-1987

Instructor SBA Small Business Management Course, Lane Community College 1984-1987

Forestry contractor 1972-1980



Karen 2008 

Karen Mason

Series 24 General Securities Principal registration 2003

Series 7 General Securities registration 2000

Licensed in Oregon, Washington, California, Arizona, Colorado, Montana, Wisconsin and Illinois

Certified Financial Paraplanner 1998



Insurance Licenses:

Life, Health and Disability

Licensed in Oregon, Washington and California



Prior business experience:

Small business owner 1990-1995