Financial Freedom is the intersection between the life you want to live and your ability to live it.
Nationally Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
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
Robert Cortes
Financial Advisor
Ana Fernandez, CFP®
VP, Financial Planning
Kathryn Hite, CFP®
Financial Advisor
Judy Hulsey
Financial Advisor
Jason Martin, CFP®, CMT
CIO & Co-Founder
Paola Rojas
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Edwin Salazar
Financial Advisor
Ryan Staton
Financial Analyst
Katherine Valencia
Client Service Associate
Maui Vang
Associate Financial Planner
LEARN MORE ABOUT
Financial Planning
Investment Management
Fiduciary Responsibility
Latest Posts
Market Update: March 26th, 2020
AllGen’s Co-Founder Jason Martin is back with another Market Update! These are the headlines he’ll be discussing about theRead More
What Should I Do When the Market Is Tanking? (Part 2)
Now that the market is tanking because of the coronavirus (COVID-19) outbreak, a lot of people are wondering whatRead More
What Should I Do When the Market Is Tanking? (Part 1)
A question that has been on many people’s minds lately has been: “What should I do when the marketRead More
Market Update: March 19th, 2020
AllGen’s own Jason Martin is back with another Market Update! These are the headlines our Co-Founder will be discussingRead More
Should I Get a Florida Prepaid Plan for My Child?
Many parents are wondering if they should get a Florida Prepaid Plan or another type of savings plan forRead More
Allow us to guide you toward Financial Freedom. Lets start your journey!
