who we are
A world class team of trusted advisors each having an area of expertise in the financial arena that when combined provides all the areas you need regardless of your stage in life or socio-economic position to help you Plan, Grow and Preserve in order to reach and maintain financial freedom.
your financial team
Our company is comprised of a team of experts in the financial
industry
Paul Roldan
Paul Roldan is Co-Founder and Partner of Allgen Financial Services,...
Jason Martin, CFP®, CMT
Jason is a Certified Financial PlannerTM, Chartered Market Technician, and...
Kathryn Hite
Investment Advisor Kathryn Hite is an Advisor with Allgen Financial...
Edwin Salazar
Edwin grew up in San Francisco where he graduated from...
James Bruno
James established Allgen’s newest branch located in Birmingham this past...
Ana Fernandez, CFP®, AWMA
Ana is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Wealth...
Judy Hulsey
With over 20 years experience in the financial industry, Judy...
Mary Rose
As the Executive Director of Allgen Financial Services, Mary ensures...
job opportunities
- Orlando, FL. Allgen is actively recruiting established financial advisors to join the team to serve the Central Florida community.
- Birmingham, AL. Allgen is actively recruiting established financial advisors to join our newest office in Birmingham, Alabama.
Events
our history
2003
Good Risk Reward Inc. was officially launched, the original company focused on active money management...2006
Allgen Financial Services, Inc. was founded by Paul Roldan and James Zimbardi. Prior to Allgen Financial Services, Inc. Paul was...2007
Senior Partner Jason Martin Joined the firm as a merger occurred between Allgen & Good Risk Reward, Inc. Also, in...2008
Allgen launched its financial news portal and began the process of becoming a paperless operation....2009
Allgen began its expansion plan into other markets outside of Central Florida....2011
Allgen acquired and transitioned Bavard, Inc. and established a new office in Jupiter, Florida. Also, established a new office in...
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