Frank B. Allen,  CFP<sup>&reg;</sup> - Financial Advisor

Frank B. Allen, CFP®

Staff Financial Planner

Mayo Clinic

1161 Ashley Lane SW
Rochester, MN 55902
(507) 284-4394

General

Frank Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mayo Clinic in Rochester, MN and the surrounding communities.

Financial Advisor Experience

Staff Financial Planner at Mayo Clinic for over 20 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Retirement, Sudden Wealth, Personal Taxes

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