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

James R. Allen, Jr. CFP®

ChFC, CDFA, EA

Director of Tax & 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) Enrolled Agent (EA)

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