Financial Education for Securities, Banking, & Insurance Professionals.
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®) and CERTIFIED FINANCIAL PLANNER™ practitioner, Allen produced comprehensive financial plans for his clients with emphases on retirement and risk management. In addition, Allen is a Chartered Advisor for Senior Living (CASL®) and 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 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 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. Hehas also written several articlesfor Advisor Today, NAIFA’s national magazine. He has been married for over 38 years to his wife Faye, and they are the proud parents of two daughters, Tara and Marta and grandparents of Maggie. In spare time, Allen enjoys playing guitar, singing, and song writing.