Paul Roldan, CFP®, is CEO, Co-Founder, and Senior Partner at AllGen Financial Advisors, Inc. Paul is passionate about helping individuals excel in their financial, personal, and professional endeavors through strategic financial planning. He strives to demystify personal finance, making complex concepts understandable and personal for each client. As a lifelong academic, he also encourages others to pursue their passions and connect with like-minded professionals.
Paul earned a Bachelor of Arts in Music from Princeton University and a Master in Public Administration from Harvard University, and he is a CERTIFIED FINANCIAL PLANNER™ professional and a Lifework Leadership graduate. His 20-plus years of experience in the financial industry include a role as a Financial Analyst with the Federal Reserve Bank of New York and as a co-founding partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm.
In the community, Paul served as Chairman of the Board of Directors for the Hispanic Chamber of Commerce of Metro Orlando (HCCMO) and on the boards of the Orlando Economic Partnership (OEP), the YMCA, and the Early Learning Coalition of Orange County. He was also part of the Task Advisory Committee for the Hispanic Business Initiative Fund (HBIF). Fluent in both English and Spanish, he is dedicated to making financial services accessible to people at all stages of life and helping them navigate financial challenges and work toward their goals.
Outside of work, New York native Paul is an avid musician and enjoys deep-sea fishing with his wife and three kids. He has also been active in his community as a former coach for his two sons’ basketball, baseball, and flag football teams. His multifaceted interests and relatable personality make him a trusted and approachable advisor for clients from diverse backgrounds.
To learn more about Paul, connect with him on LinkedIn.
AllGen Financial Advisors, Inc. is an independent, fee-based Registered Investment Advisor firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses make the most of their financial resources through financial planning and investment management.