Allen Financial Advisement
Our Qualifications
First and foremost, we are dedicated to developing lasting relationships with all our clients. The emphasis of the firm will always be the client, and the client's best interest. We strongly believe the products and services provided are a by-product of the relationship we establish.
For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start.
- Federal Retirement Consultant 2023
- Chartered Financial Consultant 2021
- Master’s in Business Administration with emphasis in Financial Management
- Fully licensed Series 6, 7, 63 and 65
- President - The Munoz Family Scholarship
- Former President/CEO Central San Diego Black Chamber of Commerce 2011-2014
- Adjunct Professor at National University
- Award Winner for Excellence in Teaching
- Navy Veteran with a history of sustained superior performance
With a strong background in education, one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized programs that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue and secure your financial goals.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.