R. Allen Purkiss (CFP®)
R. Allen Purkiss focuses in the
following client markets or areas of practice:
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
Allen Purkiss is a Certified Financial Planner with over 25 years of experience in the markets both here in the US and abroad. He specializes in helping people who are either retired or planning for retirement.. The investment approach is long term in view and consevative in nature.
NAPFA Start Date
August 09, 2004