Paul Roldan CFP, CEO & Financial Planning in Orlando

Paul Roldan is CEO, Co-Founder, and Senior Partner at AllGen Financial Advisors, Inc., an independent fee-based Registered Investment Advisor (RIA) firm based in Orlando, Florida. AllGen is committed to helping individuals and businesses maximize their financial resources with financial planning and investment management services. Paul is passionate about helping individuals excel in their financial, personal, and professional endeavors through strategic financial planning. Paul strives to demystify personal finance, making complex concepts understandable and personal for each client. And as a lifelong academic, he encourages others to pursue their passions and connect with like-minded professionals.

Paul obtained a Bachelor of Arts in Music from Princeton University, a Master in Public Administration from Harvard University, and holds a CERTIFIED FINANCIAL PLANNER™ designation. His 20-plus years of experience in the financial industry includes a role as a Financial Analyst with the Federal Reserve Bank of New York and as a co-founding partner at Heritage Financial Services, LLC. In the community, Paul served as Chairman of the Board of Directors for the Hispanic Chamber of Commerce of Metro Orlando (HCCMO) as well as serving on the boards of the Orlando Economic Partnership (OEP), the YMCA, and the Early Learning Coalition of Orange County. He was also part of the Task Advisory Committee for the Hispanic Business Initiative Fund (HBIF). Fluent in both English and Spanish, he is dedicated to making financial services accessible to people at all stages of life, helping them navigate financial challenges and realize their dreams.

Outside of work, New York-native Paul is an avid musician and enjoys deep sea fishing with his wife and three kids. He has also been actively involved in his community as a former coach for his two sons’ basketball, baseball, and flag football teams. His multifaceted interests and relatable personality make him a trusted and approachable advisor for clients from diverse backgrounds. To learn more about Paul, connect with him on LinkedIn.

Credentials