James Allen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Anchor Bay Capital in Tustin, CA and the surrounding communities.
I specialize in helping pre-retirees and those newly retired. I also specialize in divorce financial analysis.
I have over 25 years of advanced financial planning experience.
Securities Registrations or Exam Qualifications
6, 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - Certified Divorce Financial Analyst (CDFA)
- Life insurance: CA
- Health/disability insurance: CA
- Fixed annuities: CA
- Variable annuities: CA
Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes