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Our financial advice team


Charles Allen

Charles Allen

Financial Advisor

Franchise Owner
Allen Financial Advisory Team
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Interests

My wife, Connie, and I reside in Chandler, AZ. We have three grown children; Chelsey, Cassidy, and Charlie. I enjoy playing golf at the beautiful courses around Chandler, Mesa, Tempe, and Scottsdale. I have been active with Arizona Youth Hockey in the Phoenix area for many years.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Licenses: 7 and 63