Emily Allen (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Emily Allen is a planner at heart. That, coupled with an early interest in the science of evidence-based investing and a desire to assist others in navigating the complex world of personal financial planning, motivated her to enter the world of finance.

She finds the genuine connection that comes with helping clients create and execute a comprehensive plan to achieve their most important financial goals the most satisfying part of her day. As a Portfolio Advisor in Buckingham’s Houston office, Emily works with the firm’s wealth advisors to monitor and rebalance portfolios, conduct retirement cash flow analyses and implement risk management, tax planning and wealth transfer strategies.

For her, building a strong, enduring relationship with clients begins long before the start of any meeting. It originates with a deep understanding of the client’s most important values and goals, but it’s nurtured through translating that knowledge into thorough and effective solutions for any situation.

Emily joined Buckingham through the firm’s 2015 merger with Posey Capital of Houston, where she served as a Client Relationship Manager since 2011. Prior to her role at Posey Capital, Emily was a client service representative for Oppenheimer & Co and then for Brennan Financial Services. Before she worked at these firms, Emily was the office manager at two commercial and industrial auction companies in the Dallas area, Rosen Systems Inc. and Travis Mitchell Auctions.

Emily earned her bachelor’s degree in economics and finance from the University of Texas at Dallas in 2007. She also received an Executive Certificate in Financial Planning from Northwestern University’s School of Continuing Studies in 2013.

Emily lives in Sugar Land, Texas, with her husband, Kenneth, and their daughter, Magnolia Jane.

NAPFA Start Date

February 22, 2017

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This Office

2415 Sunset Blvd Houston, TX 77005-1431 Phone: (713) 490-7000