Allgen Financial Advisors
AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socioeconomic position to help you reach and maintain financial freedom. We provide highly tailored financial planning and investment management that helps you define where you currently are and where you want to be - your definition of Financial Freedom. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Services we offer include: Financial planning Investment management Learn more about what we offer: Check out some of our latest YouTube videos: Quarterly Webinar: Market Update: AllGen's Money MInute: Take your wealth-building to the next level: Disclosure: allgenfinancial.com/regulatory/
7-day free trial · no credit card
Verified contacts
28
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
8
tools in use
Monthly traffic
739
organic / mo
Sign up free to see all 28 verified contacts at Allgen Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- CS
Christina Shaffer
Director of Fixed Income · Finance & Accounting
EmailPhone - AO
Axel Otero
Financial Strategist & Consultant · Finance & Accounting
EmailPhone - LC
Liz Castro
Client Service Manager · Customer/Client Service
EmailPhone - CS
Charles Seaman
Client Services Associate Paraplanner · Customer/Client Service
EmailPhone - JF
Johnathan Flores
Financial Advisor Associate · Finance & Accounting
EmailPhone - MT
Manuel Turushina
Client Sevice Associate · Customer/Client Service
EmailPhone - PM
Paul Mazon
Fiduciary Financial Advisor · Finance & Accounting
EmailPhone - RC
Robert Cortes
Financial Advisor · Finance & Accounting
EmailPhone - SB
Scott Brewster
Associate Advisor · Finance & Accounting
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Allgen Financial Advisors
22 distinct titles indexed · top 10 shown.
- 2associate financial advisor
- 2fiduciary financial advisor
- 2financial advisor
- 2senior partner
- 1associate advisor
- 1business development specialist
- 1chief investment officer & principal
- 1client experience coordinator
- 1client service manager
- 1client services associate paraplanner
- +12more titles
Sign up to unlock all 28 contacts at Allgen Financial Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 28 verified contacts at Allgen Financial Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.