About David Allen

David R. Allen, CFP ®


With over 25 years as a planning professional, I'm dedicated to providing retirement income planning and risk management strategies to healthcare professionals, both couples and individuals age 50 plus, who are considered to be transitioning towards retirement. As a CERTIFIED FINANCIAL PLANNER™ professional and Insurance strategist, my primary focus is providing unbiased opinions that are designed to help achieve long term retirement success.

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.

You can evaluate a relationship with me by clicking the link below and watching the short video. Learn How to Create a Smarter Retirement Plan. WATCH NOW.