AllGen Financial Advisors
Paul Roldan, CFP®, is a Senior Partner at AllGen Financial Advisors, an independent fee-based Registered Investment Advisor established in January 2003. With a wealth of experience in financial planning and investment management, Paul served as Principal at Heritage Financial from December 1999 to January 2003 and as a Financial Advisor at AXA Advisors from September 1996 to November 1999, focusing on high-net-worth clients. Earlier career roles include Registered Representative at Charles Schwab Inc. and Financial Analyst at the Federal Reserve Bank of New York. Paul Roldan holds a Master of Public Policy (MPP) from both Harvard University and Harvard Kennedy School and a Bachelor of Arts from Princeton University.
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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/