Paul Roldán

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.