AllGen Financial Advisors
Jason Martin, CFP®, CMT, serves as the Chief Investment Officer and Principal at Allgen Financial Services, Inc., an independent fee-based Registered Investment Advisory firm, since March 2003. Prior to this role, Jason founded and led Good Risk Reward, Inc., a registered investment advisory firm focused on fee-based active money management, from 2003 to 2007. Earlier experience includes a position as a Senior Broker at Charles Schwab, where Jason was part of a technical analysis team that advised affluent clients on stock trading strategies and conducted educational seminars. Jason holds a Bachelor of Business Administration in Finance from UCF College of Business, completed in 1999.
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AllGen Financial Advisors
AllGen Financial Advisors, Inc. is an independent fee-based Registered Investment Advisor (RIA) firm committed to helping individuals, families, and small business owners maximize their financial resources. We are a team of trusted fiduciary advisors and financial coaches, each having an area of expertise that, when combined, provides all the direction and tools you need regardless of your stage in life or socioeconomic position to help you reach and maintain financial freedom. We provide highly tailored financial planning and investment management that helps you define where you currently are and where you want to be - your definition of Financial Freedom. Then we develop a course to get you there, managing and tracking your investments and financial progress along the way. Services we offer include: Financial planning Investment management Learn more about what we offer: https://www.allgenfinancial.com/services/financial-planning/ https://www.allgenfinancial.com/401k-rollover/ https://www.allgenfinancial.com/fiduciary-advisor/ https://www.allgenfinancial.com/april-2024-market-update-inflation-housing-prices-fed/ Check out some of our latest YouTube videos: Quarterly Webinar: https://www.youtube.com/watch?v=sGOOvACsPrE Market Update: https://www.youtube.com/watch?v=jcBRXGI3INY AllGen's Money MInute: https://www.youtube.com/watch?v=agkYKFFYcAg Take your wealth-building to the next level: https://www.allgenfinancial.com/contact-us/ Disclosure: allgenfinancial.com/regulatory/