AllGen Financial Advisors
Jason Martin, CFP®, CMT, serves as the Chief Investment Officer and Principal at Allgen Financial Services, Inc., an independent fee-based Registered Investment Advisory firm, since March 2003. Prior to this role, Jason founded and led Good Risk Reward, Inc., a registered investment advisory firm focused on fee-based active money management, from 2003 to 2007. Earlier experience includes a position as a Senior Broker at Charles Schwab, where Jason was part of a technical analysis team that advised affluent clients on stock trading strategies and conducted educational seminars. Jason holds a Bachelor of Business Administration in Finance from UCF College of Business, completed in 1999.
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