Paul Roldan, CFP®

CEO & Co-Founder

Fun Facts

  • Musician
  • Enjoys coaching his two sons’ basketball, baseball, and flag football teams
  • Loves fishing

About Paul

  • Co-Founder and Partner of AllGen Financial Advisors, Inc.
  • A native of New York City
  • Chairman, Board of Directors, Hispanic Chamber of Commerce of Metro Orlando (HCCMO)
  • Board member of YMCA and Early Learning Coalition of Orange County
  • Task Advisory Committee for Hispanic Business Initiative Fund (HBIF)
  • Has conducted financial education seminars for nearly 19 years, creating an awareness of personal financial planning issues as well as current economic trends.
  • Fluent in English and Spanish


  • Bachelor of Arts in Music, Princeton University
  • Master in Public Administration, Harvard University
  • Over 20 years as an investment advisor representative
  • Financial Analyst with the Federal Reserve Bank of NY off Wall Street
  • Investment Advisor Representative with Raymond James Financial Services and Equity Services, Inc.
  • Co-founding partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm.