AllGen Financial Advisors

AllGen Financial Advisors

Financial Services 100 W. Lucerne Circle 29 employees
Employees
29
Contacts
2
Emails
2
Phones
2

AllGen Financial Advisors Overview

Headquarters
100 W. Lucerne Circle
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
29
Founded
2003
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About AllGen Financial Advisors

AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socioeconomic position to help you reach and maintain financial freedom. We provide highly tailored financial planning and investment management that helps you define where you currently are and where you want to be - your definition of Financial Freedom. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Services we offer include: Financial planning Investment management Learn more about what we offer: https://www.allgenfinancial.com/services/financial-planning/ https://www.allgenfinancial.com/401k-rollover/ https://www.allgenfinancial.com/fiduciary-advisor/ https://www.allgenfinancial.com/april-2024-market-update-inflation-housing-prices-fed/ Check out some of our latest YouTube videos: Quarterly Webinar: https://www.youtube.com/watch?v=sGOOvACsPrE Market Update: https://www.youtube.com/watch?v=jcBRXGI3INY AllGen's Money MInute: https://www.youtube.com/watch?v=agkYKFFYcAg Take your wealth-building to the next level: https://www.allgenfinancial.com/contact-us/ Disclosure: allgenfinancial.com/regulatory/

AllGen Financial Advisors Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

AllGen Financial Advisors Org Chart

Sample employees and titles
Name Title Contact
Axel Otero Let's Build Together Financial Strategies for Every Stage of Your Life.
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Karen Vergara, Cpa Activating Others to Connect Their Heart with Their Money.
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Paul Roldan, Cfp® Allgen Financial Advisors, Inc
Email Phone
Jason Martin, Cfp®, Cmt Chief Investment Officer at Allgen Financial Advisors, Inc.
Email Phone

Employees by Management Level

Individual contributor 7 profiles
Director 2 profiles
Manager 2 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 4 4 2
Executive 1 1 0

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