James R. Allen, Jr. CFP<sup>&reg;</sup> - Financial Advisor

James R. Allen, Jr. CFP®

ChFC, CDFA

Director of Financial Planning

Anchor Bay Capital

17332 Irvine Blvd, Suite 285
Tustin, CA 92780

Anchor Bay Capital

5780 Fleet Street, Suite 308
Carlsbad, CA 92008
FINANCIAL ADVISOR'S WEBSITE
(760) 602-3470
760 602-3470

General

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.

Financial Advisor Overview

I specialize in helping pre-retirees and those newly retired. I also specialize in divorce financial analysis.

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Financial Advisor Experience

I have over 25 years of advanced financial planning experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Certified Divorce Financial Analyst (CDFA)

Insurance Licenses

  • Life insurance: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Government & Military, Getting Divorced, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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Helpful Financial Planning Resources