Nationally Recognized Financial Advisory Firm
2016 Pacesetter IMPACT Award™ Winner
Preferred Financial Advisory Firm for Rollins College
Find Your Path to Financial Freedom
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.
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.
Meet the Team
Paul Roldán, CFP®
CEO & Co-Founder
Jason Martin, CFP®, CMT
CIO & Co-Founder
Ana Fernandez, CFP®
VP, Financial Planning
Kathryn Hite, CFP®
Director of Operations
Client Services Manager
LEARN MORE ABOUT
There’s no one answer and things aren’t as they used to be, but AllGen is here for you onRead More
At Allgen we define the Financial Freedom stage as the point when you have accumulated enough assets and/or incomeRead More
Freedom Planning Mindset Do you remember how it felt to look at the world and believe anything was possible?Read More
If you are a student and want to attend this camp, have your parents give us a call! We’dRead More