Allen Cantoni
- CFP
- Senior Financial Advisor
- Senior Vice President - Investments
Allen Cantoni has an inherent understanding of the importance of sound financial advice. Growing up with family and close friends in the financial services industry, Allen was inspired by the impact those dedicated professionals had on people’s lives, and he has made it his mission to help his clients succeed and achieve financial freedom.
With a wholistic approach and a focus on planning discipline and exceptional customer service, Allen primarily works with families, business owners and affluent individuals. Allen is committed to upholding professional standards in the financial planning and advisory fields. Allen has a strong grasp on the dynamic needs of families and business owners alike, as well as a deep knowledge of the long-term investment and insurance resources that are available through the Wells Fargo platform.
Allen began his career in 2008, working as a financial consultant at AXA Advisors and M&T Securities. In 2015 he joined ESL Investment Services, where he became a Wealth Manager. He joined Wells Fargo Advisors in 2023 as a Senior Financial Advisor & Senior Vice President. Allen graduated from SUNY at Buffalo with a Bachelor of Science Business Administration, was issued his CFP® certification in 2022, and is FINRA Series 7, Series 24 and Series 66 registered. He also has a NYS Life, Accident and Health Insurance license. In 2016 and 2017, Bank Investment Consultant Magazine named Allen one of the Top 100 Bank Investment Advisors in the country.
Allen has a balanced approach to life. He’s an outdoorsman and devotes his free time to fishing, hunting, boating and hobby farming. He’s partial to the Southern Tier, Thousand Islands and Finger Lakes regions of NY. He enjoys spending time with his family and is the proud owner of two fur babies, Sammy and Ries.
With a wholistic approach and a focus on planning discipline and exceptional customer service, Allen primarily works with families, business owners and affluent individuals. Allen is committed to upholding professional standards in the financial planning and advisory fields. Allen has a strong grasp on the dynamic needs of families and business owners alike, as well as a deep knowledge of the long-term investment and insurance resources that are available through the Wells Fargo platform.
Allen began his career in 2008, working as a financial consultant at AXA Advisors and M&T Securities. In 2015 he joined ESL Investment Services, where he became a Wealth Manager. He joined Wells Fargo Advisors in 2023 as a Senior Financial Advisor & Senior Vice President. Allen graduated from SUNY at Buffalo with a Bachelor of Science Business Administration, was issued his CFP® certification in 2022, and is FINRA Series 7, Series 24 and Series 66 registered. He also has a NYS Life, Accident and Health Insurance license. In 2016 and 2017, Bank Investment Consultant Magazine named Allen one of the Top 100 Bank Investment Advisors in the country.
Allen has a balanced approach to life. He’s an outdoorsman and devotes his free time to fishing, hunting, boating and hobby farming. He’s partial to the Southern Tier, Thousand Islands and Finger Lakes regions of NY. He enjoys spending time with his family and is the proud owner of two fur babies, Sammy and Ries.
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Christian Gehlen
- ChFC
- Senior Financial Advisor
- Senior Vice President - Investments
With more than 27 years of experience in the financial services industry, Christian Gehlen has developed a straightforward philosophy: Always do what is right. Always be accessible. Always do your best. Always deliver.
As a Chartered Financial Consultant®, Christian employs a hands-on approach to help clients chart a path to financial success. He employs a wholistic approach, including financial planning, estate planning, risk management, and exceptional service, with particular emphasis on retirement income planning. Christian primarily serves families, and he also works with business owners, affluent individuals and equity-compensated executives.
Christian was awarded the Chartered Financial Consultant® designation by the American College of Financial Services in 2023. In 2016 Bank Investment Consultant Magazine named him one of the Top 100 Bank Investment Advisors in the country. He is FINRA Series 6, Series 7, Series 24 and Series 63 registered. He also has a NYS Life, Accident and Health Insurance license.
He has worked as a Marketing Associate with Brown Brothers Harriman & Co., an Assistant Investment Specialist with JP Morgan Chase, a Regional Vice President with Equitable Distributors, LLC, a Wealth Manager with ESL Investment Services, LLC, and is now Senior Vice President with Wells Fargo Advisors.
Christian and his wife, Kimberly, have five children. He serves on the board for the Rochester Childfirst Network. In his free time, he enjoys restoring classic cars, skiing, biking, camping, and cooking.
As a Chartered Financial Consultant®, Christian employs a hands-on approach to help clients chart a path to financial success. He employs a wholistic approach, including financial planning, estate planning, risk management, and exceptional service, with particular emphasis on retirement income planning. Christian primarily serves families, and he also works with business owners, affluent individuals and equity-compensated executives.
Christian was awarded the Chartered Financial Consultant® designation by the American College of Financial Services in 2023. In 2016 Bank Investment Consultant Magazine named him one of the Top 100 Bank Investment Advisors in the country. He is FINRA Series 6, Series 7, Series 24 and Series 63 registered. He also has a NYS Life, Accident and Health Insurance license.
He has worked as a Marketing Associate with Brown Brothers Harriman & Co., an Assistant Investment Specialist with JP Morgan Chase, a Regional Vice President with Equitable Distributors, LLC, a Wealth Manager with ESL Investment Services, LLC, and is now Senior Vice President with Wells Fargo Advisors.
Christian and his wife, Kimberly, have five children. He serves on the board for the Rochester Childfirst Network. In his free time, he enjoys restoring classic cars, skiing, biking, camping, and cooking.
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Benjamin Wilson
- Client Associate
As a Client Associate, Benjamin Wilson enjoys working with people and helping them better understand their investments and assets. With a steadfast dedication to client satisfaction, Benjamin focuses on providing personalized support to clients looking for reliable financial solutions crafted to their specific goals.
Benjamin is working toward becoming licensed and is looking forward to becoming a financial advisor. He began his career in the financial services industry as an associate at a brokerage general agency, where he supported independent financial professionals in investing in and servicing annuity, life insurance, disability income, and long-term care products for their clients.
Benjamin graduated from SUNY Brockport with a Bachelor of Science in Business Administration and a minor in communications. In his free time, he enjoys golf, personal fitness, fishing, skiing and boating.
Benjamin is working toward becoming licensed and is looking forward to becoming a financial advisor. He began his career in the financial services industry as an associate at a brokerage general agency, where he supported independent financial professionals in investing in and servicing annuity, life insurance, disability income, and long-term care products for their clients.
Benjamin graduated from SUNY Brockport with a Bachelor of Science in Business Administration and a minor in communications. In his free time, he enjoys golf, personal fitness, fishing, skiing and boating.