Verified recordFinancial Services

Allen Bronton

Managing Member at Wealth Preservers Llc

Based in Ponte Vedra Beach, United States

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Seniority

C-Team

Department

General Business & Management

Location

Ponte Vedra Beach

Industry

Financial Services

Company size

3

Contact information

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Email

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a•••••••@wealthpreservers.com

Phone

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Background

About Allen Bronton

Allen Bronton is a devoted husband and proud father to six wonderful children. Beyond family, Allen is a passionate advocate for children's welfare, a fervent admirer of European sports cars, and an enthusiastic golfer who celebrates his rare successful game on the course! Allen's professional journey began in 1986 when he entered the financial services industry as a stockbroker. Through dedication and a keen understanding of the market, he ascended to prominent roles including Principal, Advance Markets Principal, CFO, and President within the brokerage sector. However, recognizing the limitations of the commission-based brokerage model, Allen took a bold step in 2006 to establish Clear Financial Strategies (CFS), a company built on the solid bedrock of fiduciary principles. At CFS, Allen applies his extensive experience to help fellow small business owners. His approach starts with enhancing employer-sponsored retirement plans, benefiting both business owners and their employees. Allen's comprehensive strategy doesn't stop there; he meticulously coordinates personal and business assets to optimize financial efficiency and prepares businesses for future transitions. By focusing on key performance indicators and strategic planning, he helps to ensure businesses have the best opportunity to achieve peak performance and transition smoothly with favorable, tax-efficient outcomes. Never an afterthought, Allen brings personal financial planning and institutional style investment management to the employees of each client company helping to lead them to a successful retirement as well. Allen and Clear Financial Strategies offer Investment Advice through Redhawk Wealth Advisors, an SEC Registered Investment Advisor. Clear Financial Strategies and Redhawk Wealth Advisors are separate legal entities and are not affiliated.#FamilyFirst #BusinessExcellence #FinancialFreedom #RetirementPlanning#401(k)#SmallBusinessSupport #Leadership #SuccessStory#BusinessExitPlanning#BusinessExit

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