AllGen Financial Advisors Inc., headquartered in Orlando, Florida, has been selected by Investment News as one of the top two advisory firms for “Outstanding Practices” as part of their 2020 Diversity & Inclusion awards. Investment News uses their awards program to recognize advisory firms for their commitment to diversity in the communities they serve.
Of AllGen Financial Advisors’ 15 employees, over half are women and 60% are Hispanic or Asian. CEO and Co-Founder Paul Roldán is of Puerto Rican descent as well.
“Diversity and inclusion isn’t just a strategy for us,” says Paul Roldán, CEO of AllGen Financial Advisors. “It’s just who we are. It’s in our DNA. Our goal is to be approachable to people of all walks of life… Diversity is not only smart business, but it’s also the right thing to do.”
AllGen’s commitment to diversity is part of the firm’s efforts to reflect the community they serve. The AllGen team is fluent in English, Spanish, Portuguese, and Hmong.
Additionally, AllGen recently launched AllGen Academy, which is a library of resources available to both individuals and small businesses. AllGen is currently offering “Building a Foundation,” an ecourse in AllGen Academy, at no charge to the public. The goal behind AllGen Academy is to make financial planning more accessible to all. These financial lessons come in the form of webinars, videos, worksheets, and more.
To sign up for “Building a Foundation” for free, click here and fill out the green form.
To connect with AllGen Financial Advisors, Inc., visit their LinkedIn page here: https://www.linkedin.com/company/allgenfinancial/
For additional information about Investment News, visit their website here: https://www.investmentnews.com/
For Inquiries, contact:
Ted Watson, AllGen Financial Advisors, Inc.
100 W Lucerne Circle, Suite 200
Orlando, FL 32801