Paul Allen (CFP®, EA)

Paul Allen focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Entrepreneurs
  • Federal Employees
  • Generation X
  • Real Estate Investments
  • Tax Planning

Planning Specialties



Additional Information

When I was on active duty with the US Navy I couldn't find the kind of financial advisor I wanted - so I became one. Then I opened my own firm so I can provide military and veteran families with access to a fee-only, fiduciary CFP® Professional at a price they can afford. No sales, no judgment, no pressure.

  • The SBP Decision
  • Best TSP Strategies
  • VGLI or something else
  • How to avoid a big tax hit
  • College planning with the GI Bill
  • Opening your own business

NAPFA Start Date

August 01, 2016


This Office

582 Lynnhaven Pkwy Virginia Beach, VA 23452-7366 Phone: (757) 407-4189