Financial Freedom is the intersection between the life you want to live and your ability to live it.
Become an #AllGenInsider!
Stay updated with financial insights and unlock free access to our Building A Foundation ecourse. The time-tested principles in this course have helped many become financially free.
Nationally-Recognized Financial Advisory Firm
Charles Schwab Pacesetter IMPACT Award™ Winner
Find Your Path to Financial Freedom
Foundation
Figure out where you are, to see where you can go. We’ll work together to make sense of your financial statements and develop a risk management strategy. Then, we’ll develop a plan to get rid of consumer debt for life, so you can truly build wealth.
Formation
Plan, plan, plan.
We maximize your investments to get you on track for retirement and college tuition for your kids. We’ll even look at your mortgage and see if it makes sense to pay it off sooner than later.
Freedom
Peace of mind, for your whole family.
We’ll collaborate directly with your attorney and other professionals, so you have an entire team focused on protecting your legacy. You get to focus on your loved ones, enjoying life, and giving back to the community.
Meet the Team
Robert Cortes
Financial Advisor
Ana Fernandez, CFP®
Financial Advisor
Kristyn Fultz
Client Support Specialist
Kathryn Hite, CFP®
Financial Advisor
Jason Martin, CFP®, CMT
CIO & Co-Founder
Paul Mazon
Financial Advisor
Axel Otero
Financial Advisor
Paola Rojas
Director of Operations
Paul Roldán, CFP®
CEO & Co-Founder
Charles Seaman, FPQP®️
Client Service Associate
Christina Shaffer, CFA®
Director of Fixed Income
Ryan Staton, CFP®
Director of Trading
Manuel Turushina, FPQP®
Client Service Associate
Karen Vergara
Financial Advisor
Reed Blochberger
Financial Advisor
Andrew Philpott
Trader
Looking to join the team? Great news, we are hiring!
Latest Posts
VIDEO: Why I Became a Financial Advisor – Paul Roldan
When finances are a source of stress, financial freedom can feel out of reach. Paul’s jo...
October 2024 Market Update: Market Returns, Sector Trends & Interest Rates
Read through the blog here, or skip to Jason’s October 2024 Market Update Video belo...
How the Presidential Election Impacts the Economy
By The AllGen Team As you get ready to cast your vote, it’s important to remember that i...
Individual 401(k) vs. SEP IRA: Which Is Right for You?
By The AllGen Team Self-employed individuals face unique financial planning challenges whe...
VIDEO: Market Volatility Update
Did you catch our market volatility update from last month? In this quick video, Jason Mar...
July 2024 Market Update: Diversification, Inflation, and How the Election Affects Investing
Read through the blog here, or skip to Jason’s July 2024 Market Update video below. The ...
Allow us to guide you toward Financial Freedom. Let's start your journey!
