Allen B. Lorenzi, CIMA®

Allen B. Lorenzi, CIMA®

Wealth Advisor - Partner

Allen was born and raised in St. Louis, Missouri, to his Italian immigrant parents that worked hard to become US citizens and leave a legacy to their children.  Allen moved to Phoenix after graduating with a BA in Business and emphasis in Finance. 

Allen has a long record of experience guiding his clients with their financial needs in leaving a legacy with a comprehensive portfolio while working towards their dreams. He has spent thirty-three years in business, sixteen with Solomon Smith Barney, and seventeen in his investment firm.  

He met his bride, of twenty-three years, Crystan, on a blind date and married her a year later. Their greatest joy has been raising their son, Dominic, a junior at Southern Methodist University and daughter, Gianna, a freshman at Baylor University. They have lived in Scottsdale since 2009 and attend Scottsdale Bible Church; they enjoy hiking, traveling, and spending time together as a family and with friends. 

Throughout the years, Allen has enjoyed serving his community and beyond. He served six years on Scottsdale Christian Academy’s school board, past chair of Boys Hope -Girls Hope, and currently on the board of advisors for the Arizona Consular Corp, Heartfire Missions, and on the Raintree Condo Association Board.