Updated November 21, 2023
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AllGen Financial Advisors

Investment Advisor Firm
Total assets under management$310M
Years in business17+

About AllGen Financial Advisors

AllGen Financial Advisors, Inc. is an independent fee-based registered investment advisor (RIA) firm dedicated to assisting individuals, families, and small business owners to maximize their financial resources. With a team of trusted fiduciary advisors and financial coaches, AllGen offers tailored financial planning and investment management services to help clients achieve their definition of financial freedom.

The company primarily focuses on helping clients define their current financial situation and desired future goals. From there, AllGen develops personalized strategies and tracks progress to guide clients toward their financial objectives. Services provided by the firm include comprehensive financial planning and investment management.

Founded in 2007 by co-founders Paul Roldán and Jason Martin, AllGen was established to serve "all generations" from various walks of life. The founders aimed to provide the same level of care typically reserved for high-net-worth individuals to all clients. AllGen assembled an in-house team of specialists passionate about delivering advanced financial wisdom.

As a mentor, coach, accountability partner, and guide throughout the journey to financial freedom, AllGen prides itself on its commitment to raising the bar in the industry. The firm operates as an RIA, meaning they have a fiduciary responsibility to act in the best interest of their clients — an important distinction from many other financial advisors employed by broker-dealers who only need to meet a suitability standard.

The team at AllGen consists of Certified Financial Planners™ (CFP®), Chartered Market Technicians (CMT), Financial Advisors, and Certified Public Accountants (CPA). They bring diverse backgrounds from institutions such as Charles Schwab, Disney, Deloitte, and the Federal Reserve. Graduates from prestigious universities like Harvard, Princeton, and Rollins are part of their team. At the same time, the company takes pride in being comprised of everyday individuals who can relate to clients' experiences and are on their own path to financial freedom.

Additionally, many AllGen team members are bilingual in Spanish and English, creating a welcoming environment for a diverse clientele. The company values teamwork and believes in the strength of collaboration, making it an integral part of their company culture. With a focus on personalized strategies and a commitment to acting in the best interest of their clients as fiduciaries, AllGen aims to raise the bar in the industry and create a supportive network for individuals seeking financial guidance.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management

More about AllGen Financial Advisors

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
12687711

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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