Paul  Roldan,  CFP<sup>&reg;</sup> - Financial Advisor

Paul Roldan, CFP®

Principal

AllGen Financial Advisors, Inc.

100 W Lucerne Cir, Ste 200
Orlando, FL 32801
FINANCIAL ADVISOR'S WEBSITE
(407) 210-3888 CONNECT WITH Paul
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General

Paul Roldan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AllGen Financial Advisors, Inc. in Orlando, FL and the surrounding communities.

Financial Advisor Overview

At AllGen, we are on a mission to help all those who want to optimize their financial picture and have greater control of their financial future. Through financial planning, we equip clients to make informed and educated decisions as it relates to all areas of their financial lives.

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Financial Advisor Experience

Paul has over 20 years of financial advice/planning experience. From working as a financial analyst at the Federal Reserve to a principal at AllGen, Paul has served both individuals, families and businesses, helping them maximize their financial resources.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Variable annuities: Florida

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Career Change, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Personal Taxes

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Helpful Financial Planning Resources