AllGen Is Growing! Click Here To Learn More.

Financial Freedom is the intersection between the life you want to live and your ability to live it.

Become an #AllGenInsider!

Stay updated with financial insights and unlock free access to our Building A Foundation ecourse. The time-tested principles in this course have helped many become financially free.

Become an #AllGenInsider! HomePage Form

Nationally Recognized Financial Advisory Firm

Charles Schwab Pacesetter IMPACT Award™ Winner

  • Best Financial services in Orlando
  • Financial Services in Orlando
  • Expertise
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Best Financial services in Orlando
  • Financial Services in Orlando
  • Expertise
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial
  • Allgen Financial

Charles Schwab Pacesetter IMPACT Award™ Winner

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

Liz Castro

Client Service Associate

Liz Castro

Client Service Associate

Yolanda Copeland

Yolanda Copeland

Financial Advisor

Yolanda Copeland

Financial Advisor

Robert Cortes

Robert Cortes

Financial Advisor

Robert Cortes

Financial Advisor

Ana Fernandez, CFP®

Ana Fernandez, CFP®

Financial Advisor

Ana Fernandez, CFP®

Financial Advisor

Kristyn Fultz

Kristyn Fultz

Client Support Specialist

Kristyn Fultz

Client Support Specialist

Kathryn Hite, CFP®

Kathryn Hite, CFP®

Financial Advisor

Kathryn Hite, CFP®

Financial Advisor

Jason Martin, CFP®, CMT

Jason Martin, CFP®, CMT

CIO & Co-Founder

Jason Martin, CFP®, CMT

CIO & Co-Founder

Paul Mazon

Paul Mazon

Financial Advisor

Paul Mazon

Financial Advisor

Paola Rojas

Paola Rojas

Director of Operations

Paola Rojas

Director of Operations

Paul Roldán, CFP®

Paul Roldán, CFP®

CEO & Co-Founder

Paul Roldán, CFP®

CEO & Co-Founder

Christina Shaffer, CFA

Christina Shaffer, CFA

Director of Fixed Income

Christina Shaffer, CFA

Director of Fixed Income

Ryan Staton

Ryan Staton

Director of Trading

Ryan Staton

Director of Trading

Karen Vergara

Karen Vergara

Financial Advisor

Karen Vergara

Financial Advisor

Jamie Parlak

Jamie Parlak

Client Service Associate

Jamie Parlak

Client Service Associate

#AllGenFamily News

Latest Posts

Components of Financial Freedom: Longevity

Components of Financial Freedom: Longevity

Read through this post on how longevity impacts retirement planning and Financial Freedom ...

Read More

What to Expect When Relocating from Chicago to Florida

What to Expect When Relocating from Chicago to Florida

There’s a reason that Florida is a popular destination for holidays. It’s sunny and wa...

Read More

March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

Read through our market commentary here, or skip to Jason’s March 2023 Market Update...

Read More

AllGen Is Growing!

AllGen Is Growing!

Position Client Support Specialist: In Office in Orlando, FL Job Overview The Client Suppo...

Read More

Tax Planning Can Offer Greater Rewards Than a Tax Refund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

Many look forward to getting a tax refund every year. It can feel great to have a sudden i...

Read More

Components of Financial Freedom: Taxes

Components of Financial Freedom: Taxes

Read through this post on how taxes impact retirement planning and Financial Freedom or sk...

Read More