Broker Check
Joe Allen, CFP©, AIF®

Joe Allen, CFP©, AIF®

CIO, Wealth Advisor

Answering questions...Simplifying the complex…As the guide on your financial journey.

Joe’s journey to becoming a financial advisor began with his family. Before Joe and his wife, Wendy, got married, they were both incredibly passionate about making sure they were on a strong financial foundation with a plan to reach their goals. Joe spent 15 years in information technology (IT) engineering, architecture, and leadership for a Fortune 500 corporation but realized he wanted to do something more meaningful.


Along the way, he had the opportunity to help a family member retire with dignity. It was in those few one-on-one sessions that Joe realized he wanted to help people pursue their financial goals. Joe became an Accredited Investment Fiduciary® and a CERTIFIED FINANCIAL PLANNER™. CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.


Joe is not only passionate about finances, but also serving in his community. He previously served on the board of directors for The Launch Pad Teen Center (a local nonprofit), volunteers as a youth sports coach year-round, was a Big Brother for 12 years until his “little” turned 18, is a member of Senior Connection, and partners with the Widows Might support group. Joe is passionate about increasing financial literacy and confidence and frequently shares educational guidance via speaking engagements throughout the community.


Whether you’re planning for retirement, in retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, Joe will work together with you to develop specific strategies to help you pursue your goals. Joe will work together throughout your life with your attorney, accountant and other trusted professionals to help ensure you are always on track as you work toward those goals. Throughout it all, Joe is dedicated to providing you with the level of service he provides his family members.