Financial Freedom is the intersection between the life you want to live and your ability to live it.
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Nationally Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
2016 Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
Find Your Path to Financial Freedom
FOUNDATION
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
FORMATION
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
FREEDOM
Peace of mind, for your whole family.
We’ll collaborate directly with your attorney and other professionals, so you have an entire team focused on protecting your legacy. You get to focus on your loved ones, enjoying life, and giving back to the community.
Meet the Team
Liz Castro
Client Services Manager
Yolanda Copeland
Financial Advisor
Robert Cortes
Financial Advisor
Coleman DeWitt
Financial Advisor
Ana Fernandez, CFP®
VP, Financial Planning
Kristyn Fultz
Client Service Associate
Kathryn Hite, CFP®
Financial Advisor
Jason Martin, CFP®, CMT
CIO & Co-Founder
Paul Mazon
Financial Advisor
Paola Rojas
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Edwin Salazar
Financial Advisor
Ryan Staton
Financial Analyst
Katherine Valencia
Financial Advisor
Karen Vergara
Financial Advisor
Ted Watson
Chief Marketing Officer
Latest Posts
Special Edition Market Update: Inflation
AllGen’s Co-Founder Jason Martin is back with a Special Edition Market Update! In today’s video, he discusses the bigRead More
Update on Physical Office Procedures 2021
As businesses begin to open up at normal capacity, we’re pleased to announce some updates at AllGen’s physical office.Read More
Special Edition Market Update: Cryptocurrency
AllGen’s Co-Founder Jason Martin is back with a Special Edition Market Update! In today’s video, he discusses the bigRead More
The 5 BIGGEST Mistakes On Your Path To Financial Freedom!
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul andRead More
Top 5 Investment Mistakes YOU Need To Know!!
AllGen Co-Founders Paul Roldan and Jason Martin are back with the latest #MoneyMinute segment! In this episode, Paul andRead More
Allow us to guide you toward Financial Freedom. Lets start your journey!
