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

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


This Office

62 Barry Ave Ridgefield, CT 06877-4312 Phone: (203) 431-5862 Fax: (203) 431-5865