Director Of Financial Planning
Current7SF is a full-service wealth management firm based in Dallas, Texas. Independent, modern, flat-fee. No commissions. No BS.
Apr 2022 - Present
AeroLeads people directory · profile
Allen Mueller, Cfa, Mba Email & Phone Number
Founder of 7 Saturdays Financial 🏔️ | Helping high-performers retire with confidence
at
7 Saturdays Financial
1 work email found
@rtx.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder of 7 Saturdays Financial 🏔️ | Helping high-performers retire with confidence
Location
Dallas, Texas, United States
Who is Allen Mueller, Cfa, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Allen Mueller, Cfa, Mba is listed as Founder of 7 Saturdays Financial 🏔️ | Helping high-performers retire with confidence at 7 Saturdays Financial, based in Dallas, Texas, United States. AeroLeads shows a work email signal at rtx.com and a matched LinkedIn profile for Allen Mueller, Cfa, Mba.
Allen Mueller, Cfa, Mba previously worked as Director Of Financial Planning at 7 Saturdays Financial and Advisory Board Member at Income Lab. Allen Mueller, Cfa, Mba holds Master Of Business Administration (Mba), Corporate Finance from The University Of Texas At Dallas.
Company email context
Email format at 7 Saturdays Financial
This section adds company-level context without repeating Allen Mueller, Cfa, Mba's masked contact details.
*@rtx.com
68% confidence
AeroLeads found 1 current-domain work email signal for Allen Mueller, Cfa, Mba. Compare company email patterns before reaching out.
Profile bio
About Allen Mueller, Cfa, Mba
→ In order to deliver exceptional service to current clients, 7 Saturdays Financial onboards new clients only during specific times of the year. Our next onboarding window will begin in July 2025.-----------You could call me “an engineer turned finance nerd.” I spent the first several years of my career in engineering, but took a keen interest in finance after starting the MBA program at UT Dallas. That was when I pivoted and spent almost a decade in the corporate finance world.During my time in corporate finance, I worked on projects ranging from analysis of multimillion dollar capital investment decisions to planning operating budgets for public companies, large and small. The pay was great, I worked with smart people, and I was challenged.…but something was missing. I wasn’t helping anyone – just the corporate bottom line.Around that same time, I was assisting my parents with their retirement planning. They had accumulated a nice portfolio, and they had questions like: 👉 how to invest for this next stage? 👉 how much could they safely withdraw without running out of money? 👉 how to coordinate portfolio withdrawals with other retirement income sources?👉 oh, by the way, how can this be pulled off tax-efficiently?As I guided them through that process, I realized that I really enjoyed solving the retirement planning puzzle, and I didn’t have to settle for being unfulfilled in my career. The highest and best use of my talents was to serve individuals and families – not corporations.With that end in mind, I was motivated to become a CFA® Charterholder and begin serving families as a financial planner.Disgusted with the state of the financial services industry, I wanted to be part of the solution rather than part of the problem. So, I founded 7 Saturdays Financial to provide financial planning and investment management at a transparent price. Building an independent firm from the ground up meant that I could avoid the issues like sales quotas and asset gathering that plague the big box firms. My core focus is helping high-performers retire with confidence and make the most of their “7 Saturdays a week”.When I’m not in a spreadsheet, you can probably find me at the gym or next to a campfire with some meat, a craft beer, and my wife and two daughters. -----------If you're tired of cookie-cutter solutions that mega-firms offer, send me a DM or visit my website 7saturdaysfinancial.com to schedule a complimentary intro call. Let's get your money working as hard as you do.I look forward to meeting you!
Listed skills include Mining, Operations Management, Process Improvement, Management, and 22 others.
Current workplace
Allen Mueller, Cfa, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Allen Mueller, Cfa, Mba work experience
A career timeline built from the work history available for this profile.
Advisory Board Member
Current
Nov 2024 - Present
Principal Analyst, Enterprise Services
- Lead financial reporting, forecasting, and variance analysis for SAS facilities budgets
- Develop metrics and affordability analysis to increase cost transparency
- Support integration of United Technologies facilities finance into Raytheon planning structure
- Ad hoc modeling and reporting as needed
Apr 2020 - Jul 2023
Financial Controller
- Lead financial management including periodic budgeting, AOP development, and monthly forecasting for G&A functions (Facilities, HR, IT, Legal, Finance, Exec)~$130M annual opex budget
- Manage periodic close process for responsible functions - allocations, accruals, fixed asset accounting, etc.
- Partner with leadership to drive strategy and achieve business goals
- Provide insightful reporting and variance analysis
Jul 2019 - Apr 2020
Principal Financial Analyst, Fp&A Budgets And Rates
- Perform as a strategic business partner and finance lead for Systems Engineering and Business Development functions
- Reporting cost performance, variance, and analysis to leadership team on a weekly cadence
- Identifying risks and opportunities, providing insights to assist in the achievement of strategic goals
- Leading ad-hoc analyses of actuals to enhance understanding and forecasting accuracy
Oct 2018 - Jul 2019
Sr. Analyst, Fuel Strategy/Capital Analysis
- Financial modeling and DCF analysis under various scenarios to guide strategic capital investment, operating, and asset retirement decisions
- Valuation of mining and generation assets, major ($10M+) Capex/Opex projects and construction of detailed pro forma statements
- Forecasting cash flows for multi-decade mining and generation operations
- Sensitivity analysis to stress‐test project value to key risk variables
- Preparation and presentation of business cases for executive management
Jun 2015 - Oct 2018
Analyst, Mine Development
- Forecasting capex/opex for multi‐decade mining operations
- Development of long‐range/life of mine production plans for greenfield and brownfield projects
- Creation of business cases and supporting presentations for strategic mining projects
- Auditing previously approved projects to determine walk‐forward value
- Assessment of feasibility and valuation of various operations improvement initiatives as requested
- Reserves determination and geologic model analysis to support project decision process
Sep 2012 - Jun 2015
Production Foreman
- Assisted in managing all areas of a 4M ton per year “Honor Plant” limestone aggregate operation
Sep 2010 - Sep 2012
Plant Foreman
- Managed the secondary processing plant of a 2M ton per year limestone aggregate operation
Jun 2009 - Sep 2010
3 education records
Allen Mueller, Cfa, Mba education
Master Of Business Administration (Mba), Corporate Finance
The University Of Texas At Dallas
M.S., Mining Engineering
Southern Illinois University, Carbondale
B.S., Mining Engineering
Southern Illinois University, Carbondale
FAQ
Frequently asked questions about Allen Mueller, Cfa, Mba
Quick answers generated from the profile data available on this page.
What company does Allen Mueller, Cfa, Mba work for?
Allen Mueller, Cfa, Mba works for 7 Saturdays Financial.
What is Allen Mueller, Cfa, Mba's role at 7 Saturdays Financial?
Allen Mueller, Cfa, Mba is listed as Founder of 7 Saturdays Financial 🏔️ | Helping high-performers retire with confidence at 7 Saturdays Financial.
What is Allen Mueller, Cfa, Mba's email address?
AeroLeads has found 1 work email signal at @rtx.com for Allen Mueller, Cfa, Mba at 7 Saturdays Financial.
Where is Allen Mueller, Cfa, Mba based?
Allen Mueller, Cfa, Mba is based in Dallas, Texas, United States while working with 7 Saturdays Financial.
What companies has Allen Mueller, Cfa, Mba worked for?
Allen Mueller, Cfa, Mba has worked for 7 Saturdays Financial, Income Lab, Raytheon Technologies, Infinera, and Vistra Energy.
How can I contact Allen Mueller, Cfa, Mba?
You can use AeroLeads to view verified contact signals for Allen Mueller, Cfa, Mba at 7 Saturdays Financial, including work email, phone, and LinkedIn data when available.
What schools did Allen Mueller, Cfa, Mba attend?
Allen Mueller, Cfa, Mba holds Master Of Business Administration (Mba), Corporate Finance from The University Of Texas At Dallas.
What skills is Allen Mueller, Cfa, Mba known for?
Allen Mueller, Cfa, Mba is listed with skills including Mining, Operations Management, Process Improvement, Management, Maintenance Management, Financial Modeling, Project Planning, and Autocad.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial