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James A
Series 63, Series 65
Glastonbury, CT
Cornerstone Planning Group
James Allen is a financial advisor at Cornerstone Planning Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Eagle Strategies LLC and New York Life Insurance. Allen is also involved in life insurance sales through his own firm, Allen Financial Group. Cornerstone Planning Group provides discretionary investment management, comprehensive financial planning, and retirement-plan consulting to individuals, businesses, and institutions. The firm operates as a fee-only fiduciary, focusing on passive investment strategies using low-cost mutual funds and ETFs while tailoring asset allocation to client goals and risk tolerance.
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