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Welcome to G. Allen Financial

We are a Fee-Only, Independent Registered Investment Advisory firm in the State of California and the State of New Mexico. Our firm specializes in personal, comprehensive Wealth Management and strategic Financial Consulting Services.

 

Financial Planning

Planning leads to financial success. Your commitment to this important precept is a critical first step. Designing a long-term investment strategy depends on your personalized needs and future financial obligations. Learn more.

Investment Management

Asset preservation through balanced growth and diversification. Our risk-averse investment philosophy seeks longterm results through compounding reasonable gains and avoiding major losses. Learn more.

Financial Consulting

Offering objective advice regarding asset allocation and selection of investments. Among other services, our firm also provides general non-securities advice on tax and budgetary planning, estate and business planning. Learn more.