Paul Roldan
Senior Partner & Chief Executive Officer

Paul Roldan is Co-Founder and Partner of Allgen Financial Services, Inc. A native of New York City, Paul is an undergraduate alumnus of Princeton University and a graduate alumnus of Harvard University.

Paul's career began as a Financial Analyst with the Federal Reserve Bank off Wall Street where he served on the evaluation group for the Orange County Crisis and the Mexican Economic Crisis. Prior to starting Allgen he was an Investment Advisor with Raymond James Financial Services and Equity Services, Inc. He was also with AXA Advisors, Inc. and Charles Schwab, Inc. In addition, Paul was one of the co-founding partners at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm.

Paul has conducted financial educational seminars for nearly 13 years, creating an awareness of personal financial planning issues as well as current economic trends. His passion for creating financial awareness has led him to teach university courses in financial management as well as speak at financial awareness events across the United States.

Paul serves on the Board of Directors at Restoration Christian Center. He also serve on the local board of ALPFA (Association of Latino Professionals in Finance and Accounting). Paul is fluent in English and Spanish.

roldan@allgenfinancial.com

James Zimbardi
Senior Partner & Chief Operating Officer

James is a Co-Founder of Allgen Financial Services, Inc. He has over 10 years experience as an entrepreneur and business executive. He founded Zynergy in 1997, a management consulting firm serving clients including publicly-traded and fortune 500 companies. As President of Zynergy, James leads teams of experts to assist clients with commercialization of ideas for new products and services.

He has served clients including The Walt Disney Company, SAIC, Scient, National Cancer Institute, World Vision and Select Information Exchange (SIE). In collaboration with these institutions, James worked on large-scale products reaching $45 million in scope. His endeavors have impacted several multi-national corporations such as American Express, Smith Barney, Merrill Lynch and Morgan Stanley. He has been interviewed and published in the Wall Street Journal, SmartMoney, Investment Advisor Magazine, Broker Dealer Journal, and Orlando Business Journal.

James holds a Masters of Business Administration from the MIT Sloan School of Management. At MIT, he graduated as a Sloan Fellow in Innovation and Global Leadership. James also holds a Bachelor of Business Administration from Stetson University in Marketing and Information Technology.

James' past and present community involvement includes serving as Vice-Chairman on Florida Hospital's Celebration Health Foundation Board, a graduate of Lifework Leadership, honorary member of the Cystic Fibrosis Foundation, member of MIT NYC Club, and member of Orlando World Outreach Center. In his free time, James enjoys reading, sailing, golfing, cooking, photography, and traveling.

zimbardi@allgenfinancial.com

John Rallis, CPA
Senior Partner & Chief Financial Officer

Mr. Rallis is the Managing Shareholder of RALLIS * SEGUNDO, P.A. He has served as Principal Consultant in the tax and legal services division of PricewaterhouseCoopers where he has been recognized twice as a “PricewaterhouseCoopers All-Star”. In addition, he was the Director of Taxation for a law firm in Orlando, Florida. John has represented clients such as Disney, Universal Studios, and Ripley's Believe it Or Not!. His primary focus is taxation issues for business entities and their owners. He also has expertise in consulting with foreign nationals investing in the United States.

Mr. Rallis has been a Certified Public Accountant in the State of Florida for the last 14 years. He holds a BBA from Emory University, an MBA from the University of Florida, and has done post-graduate work in taxation at the University of Central Florida. He has served on the Board of Directors for Hospice of Central Florida, the YMCA-Osceola, and is choir director for Holy Trinity Greek Orthodox Church.

John is married and has one child. In his free time, John enjoys skiing, camping, playing racquetball, singing and playing the piano.

rallis@allgenfinancial.com

Jason Martin, CFP®, CMT
Senior Partner & Chief Investment Officer

Before joining Allgen, Jason was a senior broker at Charles Schwab where he led educational seminars to Schwab brokers and clients. He also was a member of an innovation technical analysis team giving advice to Schwab's most affluent clientele on how to buy and sell stocks.

In addition to his time at Schwab, Jason was the Founder and President of Good Risk Reward, Inc. GRR was a registered investment advisory firm specializing in fee-only active money management. Jason is an internationally recognized expert in equity risk management strategies and stock screening/selection techniques.

Jason is a Certified Financial PlannerTM, Charted Market Technician, and holds a series 65 license. He is also a national chapter member of the Market Technicians Association (MTA). Jason's community involvement includes serving as a job counselor for Jobs Partnership of Florida and attending Discovery Church in Orlando, FL. In his free time, Jason enjoys playing basketball, golf, and traveling.

Jason acquired a degree in Business Administration from the University of Central Florida. Jason is fluent in English and Portuguese. He is married to Juliana and has one child.

martin@allgenfinancial.com