Since 1997, Allen Schreiber has been committed to developing comprehensive customized solutions for high net-worth investors to help maximize their current and future wealth. He works closely with corporations, institutions, executives, and families throughout the country to help achieve the goals and objectives they wish to have. Allen specializes in acting as a private CFO, leading his clients through the complex financial landscape we have today.
In 1996, Allen graduated from San Diego State University with a bachelor’s degree in finance and received his MBA from Chapman University in 1998. Additionally, Allen is among a distinguished group of financial advisors approved as a PIM Portfolio Manager (Private Investment Management).
Allen currently lives in Huntington Beach with his wife, Jeanine and their two children, Ava and Preston, who keep them very busy with soccer, baseball, basketball and horse riding and their three dogs, Tiny, Digger and Jelly. The family also enjoys entertaining, spending time at the beach and following the Lakers, Dodgers and Angels. When he is not spending time with his family, Allen is active in the community and serves on the board of directors for St. Mary Hospital Foundation and The Pegasus School.
Allen’s favorite quote is “It’s not what happens in life, it’s how you respond to it.”
Allen Schreiber CA Insurance License #0D21223. Resident state: CA
The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.