A complete list of active advisors currently associated with Allen Wealth Management

Warmer can help you find a great advisor at Allen Wealth Management or one who fits your needs even better.

C.D. Allen Wealth Management, LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, businesses, and charitable organizations. The firm constructs customized portfolios using equities, fixed income, mutual funds, ETFs, REITs and cash, and offers one‑time or ongoing financial planning engagements. The adviser’s approach is primarily long‑term focused but allows for short‑term trading and options strategies when appropriate, and employs charting, fundamental, quantitative and technical analysis. Portfolios are tailored to each client’s investment policy statement and risk tolerance, with the firm willing to hold meaningful cash positions or impose client‑directed restrictions where feasible. Compared with many independent solo advisers, the firm’s principal is both an attorney and a CPA and maintains a separate legal practice and consulting business that provides fractional and full‑time CFO services, with related fees received through the advisory entity. The firm also works with business and charitable clients and may recommend third‑party advisers during the planning process (without accepting compensation), a mix of services and affiliations that is uncommon among peers.

To learn more about the advisors currently working at Allen Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Craig Allen	Santa Barbara, CA	24

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