Orlando, FL Office
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AllGen Financial Advisors, Inc.
Team
Firm-wide stats for AllGen Financial Advisors, Inc.
About
AllGen Financial Advisors provides portfolio management, financial planning, business and corporate planning, and consulting to individuals, families, and other entities. The firm manages roughly $475 million for about 1,062 clients through a team of 12 advisors and offers both individual and family planning services in addition to retirement plan consulting.
The firm’s investment process is discretionary and typically emphasizes ETF-based core allocations with occasional individual equities, bonds, or mutual funds, using a mix of fundamental, quantitative, technical, and cyclical analysis and employing core‑satellite, MPT/PMPT, and active-management techniques. AllGen also offers an algorithm-driven strategy, the AllGen Crypto AltShield Portfolio®, which uses a third‑party AI/quantitative model to allocate among cryptocurrency ETFs, fixed‑income, gold, and cash as part of its suite of strategies.
Compared with many multi-team peers, several of AllGen’s advisory personnel are also licensed insurance agents and may earn commissions on life, health, and annuity products, a relationship the brochure identifies as a potential conflict of interest. The firm also runs a youth financial-education program (MoneyCent$) and organizes financial planning around three life stages (Foundation, Formation, Freedom), features that are operationally specific and less common among firms of its size.
Based on AllGen Financial Advisors, Inc.
Expertise
Based on AllGen Financial Advisors, Inc.
Demographic focus
Based on AllGen Financial Advisors, Inc.
Location
Orlando FL
Advisors at this office
1
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