Paul Roldán- The Maestro

Paul Roldán- The Maestro

Principal & Chief Executive Officer

About Paul:

  • Co-Founder and Partner of Allgen Financial Services, Inc.
  • A native of New York City
  • Board member of YMCA and Early Learning Coalition
  • Task Advisory Committee for Hispanic Business Initiative Fund (HBIF)
  • Has conducted financial education seminars for nearly 19 years, creating an awareness of personal financial planning issues as well as current economic trends.
  • Fluent in English and Spanish

Credentials:

  • Bachelor of Arts in Music, Princeton University
  • Master in Public Administration, Harvard University
  • Over 17 years as an investment advisor representative
  • Financial Analyst with the Federal Reserve Bank of Wall Street
  • Investment Advisor Representative with Raymond James Financial Services and Equity Services, Inc.
  • Co-founding partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm

Fun Facts:

  • Musician
  • Enjoys coaching his two sons’ basketball, baseball, and flag football teams
  • Loves fishing

Email: roldan@allgenfinancial.com