ABOUT ALLGEN

At Allgen, we strive to simplify financial conversations by bringing complicated issues down to earth while delivering a high level of financial intellect and professionalism to our clients.  We believe everyone is gifted with different skill sets.  Through this belief, we have formed a team of diverse individuals that collaborate to empower and educate our clients through the maze of financial decisions necessary to reach financial success. Whether you are starting on your financial journey or have reached financial independence, we take great pride and joy in helping you maximize your financial resources.  We are your approachable financial firm.

Allgen Financial provides highly tailored financial planning, investments, money management, asset management, retirement planning, debt reduction, budgeting, estate planning, rollovers, legacy planning, and cash flow planning. Headquartered in Orlando, FL, we serve clients throughout the U.S. and abroad.

2016 Pacesetter IMPACT Award™ Winner: Allgen Financial Advisors, Inc.

Core Values:

People before profits – all decisions are based on the best interests of clients and employees before the resulting financial impact for the firm

Inspire for betterment – we strive to inspire and give hope to our clients and employees as to the possibilities for their future

Challenge the norm – we do not behave in accordance to principles merely because they are accepted standards but rather because it is the prudent and wise “thing” to do

Wisdom – constantly strive to increase knowledge and the application thereof

Integrity – we behave and make decisions based on the “Golden Rule”

MISSION

Allgen promotes financial wisdom to all generations in the pursuit of financial freedom through sound advice

VISION

A society that is financially wise and fulfilled because they are living out their purpose

BELIEFS

We believe finances should be: 1) Mastered 2) Owned not borrowed 3) Empowering and 4) Impactful 

MEET THE TEAM

Paul Roldán- The Maestro

Principal & Chief Executive Officer

Email: roldan@allgenfinancial.com   |   CLICK HERE to view full biography.

 

Jason Martin, CFP®, CMT- The Nerd

Principal & Chief Investment Officer

Email: martin@allgenfinancial.com    |    CLICK HERE to view full biography.

 

Kathryn Hite, CFP® – The Boomlennial

Financial Advisor

Email: hite@allgenfinancial.com   |   CLICK HERE to view full biography.

 

Edwin Salazar- The Quarterback

Financial Advisor

Email: salazar@allgenfinancial.com   |   CLICK HERE to view full biography.

 

Ana Fernandez, CFP®, AWMA℠- The Analyst

Senior Financial Planner

Email: fernandez@allgenfinancial.com   |   CLICK HERE to view full biography.

 

Judy Hulsey- The Heart for the Family

Financial Advisor

Email: hulsey@allgenfinancial.com   | CLICK HERE to view full biography.

 

Teresa Talton- The Architect

Financial Planner

Email: talton@allgenfinancial.com   |   CLICK HERE to view full biography.

 

Paola Rojas- Mission Control

Client Services Administrator

Email: rojas@allgenfinancial.com  |   CLICK HERE to view full biography.

 

Christina Shaffer – Wikipedia

Operations Specialist

Email: shaffer@allgenfinancial.com   |   CLICK HERE to view full biography.