About David Allen

David R. Allen, CFP ®


With over 17 years as a planning professional, I'm dedicated to providing retirement income planning, risk management and strategic wealth planning to public employees, couples and individuals age 45 plus, who are considered to be transitioning towards retirement. As a CERTIFIED FINANCIAL PLANNER™ professional and Investment Advisor Representative, my primary focus is providing unbiased opinions that are designed to help achieve long term income and investment results.

My firm does this with the highest levels of trust, integrity, and respect, while always collaborating with available resources using a team approach.

I'm dedicated to professionally supporting, educating, and providing informed direction to each and every client.


Complimentary Personal Retirement Viewpoint Visit

Regardless of whether you are 20 years from retirement, or 2 years from retirement, now is the time to stop procrastinating about your retirement planning and start building a strong foundation for your future. Get an understanding of where you are today, your top 3 financial goals, and whether we should start building a financial relationship to get you there.

CLICK HERE to schedule a COMPLIMENTARY Personal Retirement Viewpoint.


David Allen is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 3700 W. Sam Houston Pkwy. S. Ste. 250, Houston, TX 77042. Ph: (832) 251-5400. CRN202107-248552.

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