Hi, we’re AllGen.
AllGen was born from a desire to serve all – “all generations,” from all walks of life. We believe that everyone deserves the opportunity to experience financial freedom.
Paul grew up in Brooklyn, NY where he worked hard to achieve his academic goals. In 1992, he won the Woodrow Wilson Foundation Scholarship to attend Harvard. Paul graduated and entered the workforce as a financial advisor.
Paul was passionate about a profession that helped those achieve financial independence, but quickly learned that the industry overemphasized selling products and meeting sales quotas rather than educating and providing actual financial advice. He also observed that the industry’s benchmark business model focused on high net worth individuals, while it underserved those who had the greatest need for financial advice.
Those Paul connected with became clients as a result of his desire to listen, educate, and advise, which over time seemed to be in direct conflict with what he was being held accountable to. So Paul decided to follow his beliefs. He struck out on his own and founded Paul Roldán & Associates in an attempt to provide a higher level of service to all.
Success (like faith) was never an accident for Paul.
Jason had the opportunity to work for Charles Schwab while attending the University of Central Florida (UCF). Charles Schwab invited Jason to join an elite pilot team as they began offering direct financial advisory services to their highest net worth clients. Jason excelled in his new role at Schwab, but his entrepreneurial spirit led him to start his own RIA firm in 2003, called Good Risk Reward.
While Jason was gifted with the ability to invest, he was also a new entrepreneur, trying to be everything for everyone. Jason overlooked his own personal finances during that time.
Jason soon realized that he couldn’t be an advisor if he wasn’t going to “walk the talk.” He enrolled in Crown Financial Ministries and Dave Ramsey’s Financial Peace University (FPU). This led to Jason and his wife paying off $67K worth of consumer debt in just 20 months with the real-world tools he learned in these organizations.
With his new degree in the “School of Hard Knocks,” Jason became a big advocate of personal financial literacy, stewardship, and debt-free living for all stages of life.
Paul and Jason met for the first time in 2006 at Lifework Leadership Orlando. Paul had taken the program previously and was assisting with the new students, including Jason. Despite their unique strengths and experiences, the two quickly realized they were aligned with their core values, beliefs, and worldviews.
Through ongoing conversation and advice from a trusted colleague, Paul and Jason considered joining forces to be able to provide better service for a greater audience.
What if there’s a better way to do business? What if clients could be served with an entire team of specialists, all under one roof, using integrity as their guiding light?
Paul and Jason set their minds (and hearts) on finding a sustainable way to serve all clients with the same care as high net worth individuals.
This Was the Beginning of AllGen
Working together, Paul and Jason co-founded AllGen in 2007 as a Registered Investment Advisory Firm (RIA). They assembled a full team of in-house specialists with a passion for taking financial wisdom to the next level.
And the story is still being written. The AllGen Team is working diligently, every day, to build a greater path toward financial freedom for all.
We’d love for you to be part of The Story. Give us a call or visit our office any time; we’re here to serve.