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Amber A
Series 63, Series 66
Katy, TX
49 Financial
Amber Allen is a financial advisor with 16 years of industry experience, currently associated with 49 Financial. She holds Series 63 and Series 66 licenses and has previously worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Amegy Bank, and LPL Financial. Outside of her advisory role, she is the owner of Candid Conversations, where she co-authors a series of books, and is a co-founder of Ate, a hospitality industry app. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and proprietary model portfolios primarily composed of mutual funds and ETFs.
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