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Paul Roldan

Paul Roldán, CFP®

CEO & Co-Founder
roldan@allgenfinancial.com

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 the Orlando Economic Partnership (OEP)
  • Board Member of YMCA and Early Learning Coalition of Orange County
  • Task Advisory Committee for Hispanic Business Initiative Fund (HBIF)
  • Fluent in English and Spanish

Credentials

  • Bachelor of Arts in Music, Princeton University
  • Master in Public Administration, Harvard University
  • Certified Financial Planner™ licensee from CFP® Board of Standards
  • Over 20 years experience as a financial advisor
  • Financial Analyst with the Federal Reserve Bank of NY off Wall Street
  • Co-founding Partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm
  • Lifework Leadership Graduate

Just for Fun

  • Musician
  • Former coach of his two sons’ basketball, baseball, and flag football teams
  • Loves deep sea fishing