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Financial Education for Securities, Banking, & Insurance Professionals.

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  • Allen is an Adjunct Professor of Insurance at The American College in Bryn Mawr, PA. He is a 1971 graduate of the U.S. Air Force Academy and holds a masters degree in Aeronautical Engineering from the Air Force Institute of Technology. During his military career, Allen was an instructor navigator in several aircraft, taught mathematics at the Air Force Academy, and completed Squadron Officer School, Air Command and Staff College, the Academic Instructor School, and the Air War College in residence. In 1984, Allen received the Secretary of the Air Force Leadership Award as the top graduate in his Air Command and Staff College class of 486 students. After more than 21 years as an Air Force officer, Allen entered the financial services profession as an insurance and investments field representative.

    As a Chartered Financial Consultant (ChFC®), Allen produced comprehensive financial plans for his clients emphasizing retirement and risk management. In addition, Allen is a Chartered Advisor for Senior Living (CASL®) and formerly advised senior clients on a variety of issues such as income distribution, health, housing, Medicare, Medicaid, long-term care, and end-of–life challenges. Allen earned his Retirement Income Certified Professional ™ (RICP™) designation in 2013, and he now teaches all the courses within that designation. Allen is a past president of the Good Morning Montgomery (AL) Kiwanis Club, past president of the Montgomery (AL) Retired Officers Association, and is a past president of the South Central Association of Insurance and Financial Advisors. In 1999, Allen was named the “Underwriter of the Year” by the Montgomery (AL) Association of Life Underwriters. He also served for three years on the Board of Directors of the Montgomery (AL) Estate Planning Council.

    Since he joined The American College faculty in 2009, Allen co-authored Techniques for Exploring Personal Markets and Foundations of Investment Planning. He is the author of Foundations of Financial Planning: An Overview, Foundations of Financial Planning: The Process, and Health and Long-Term Care Financing for Seniors. He has also written several articles for Advisor Today, NAIFA’s national magazine. Allen has given presentations at both the Financial Planning Association (FPA) and NAIFA national conventions. He has been married for over 41 years to his wife Faye, and they are the proud parents of two daughters, Tara and Marta, and grandparents of Maggie, Geneva, and Lucie. In spare time, Allen enjoys reading, playing guitar, singing, and song writing.

  • Since he joined The American College faculty in 2009, Allen has co-authored Techniques for Exploring Personal Markets and is the author ofFoundations of Financial Planning: An Overview, Foundations of Investment Planning, and Health and Long-Term Care Financing for Seniors.
Programs of Study
Centers of

Insurance Education

Registered Health Underwriter®

(Health Insurance)


Chartered Healthcare Consultant®

(Healthcare Specialty)


Registered Employee

Benefits Consultant

(Employee Benefits)


Chartered Leadership Fellow®

(Field or Agency Leadership)


Life Underwriter Training

Council Fellow

(Insurance Skills)


Chartered Life Underwriter®

(Insurance Specialty)

Financial Planning

Chartered Financial Consultant®

(Advanced Financial Planning)


Certification Education

(Financial Planning)


Chartered Advisor for

Senior Living®

(Retirement Income Education)


Financial Services Specialist

(Financial Services Basics)


Chartered Advisor

in Philanthropy®



Retirement Income

Certified Professional

(Retirement Income)

Graduate Degrees

Master of Science in Management

(Executive Leadership)


Master of Science in

Financial Services

(Advanced Financial Planning)