What departments does AllGen Financial Advisors have?

AllGen Financial Advisors has employees across 5 departments including Finance, Marketing, Operations, Consultant, Business Development.

What is the largest department at AllGen Financial Advisors?

The largest department at AllGen Financial Advisors is Finance with 12 employees.

Where are AllGen Financial Advisors employees located globally?

AllGen Financial Advisors has employees across 2 continents and 3 countries including Ireland, Spain, United States Of America.

How has AllGen Financial Advisors's team size changed over time?

AllGen Financial Advisors's team has decreased from approximately 24 to 22 employees based on available data.

AllGen Financial Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

AllGen Financial Advisors, Inc. operates as an independent, fee-based Registered Investment Advisor that provides tailored financial planning and investment management. It serves individuals, families, and small business owners, helping them assess their current financial position and pursue a defined objective described as financial freedom. 

Based in Orlando, Florida, the firm emphasizes fiduciary responsibility and a collaborative coaching approach to guide clients through different life stages. Its services focus on clarifying where clients stand and creating a plan to reach their goals, with ongoing management of investments and monitoring of progress. In July 2023, the firm noted the launch of FedNow by the Federal Reserve, reflecting engagement with evolving financial industry infrastructure.

AllGen Financial Advisors Global Highlights

North America
38

United States Of America
38

Europe
2

Ireland
1
Spain
1

AllGen Financial Advisors's Leadership

J. M.
Chief Investment Officer & Principal
Mobile Phone
Email
J. C.
Chief Investment Officer
Mobile Phone
Email
T. W.
Chief Marketing Officer
Mobile Phone
Email
P. R.
Senior Partner
Mobile Phone
Email
P. R.
Senior Partner
Mobile Phone
Email
P. R.
Senior Partner
Mobile Phone
Email
P. R.
Director Of Operations
Mobile Phone
Email
P. R.
Director Of Operations
Mobile Phone
Email

AllGen Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Entrepreneurship
Accounting
Administrative
Other
Support

Contact profiles from AllGen Financial Advisors

Name

Title

Contact Info

Location

Last Update

P. R.
Senior Partner
Mobile Phone
Email
United StatesFlorida
Apr 28, 2026
J. M.
Chief Investment Officer & Principal
Mobile Phone
Email
United StatesFlorida
May 30, 2026
J. C.
Chief Investment Officer
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
P. R.
Senior Partner
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
T. W.
Chief Marketing Officer
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
P. R.
Senior Partner
Mobile Phone
Email
United StatesFlorida
Apr 28, 2026
P. R.
Director Of Operations
Mobile Phone
Email
United StatesFlorida
Apr 28, 2026
P. R.
Director Of Operations
Mobile Phone
Email
United States
Nov 12, 2025
R. S.
Director
Mobile Phone
Email
United States
Apr 28, 2026
K. V.
Lead Financial Advisor
Mobile Phone
Email
United StatesFlorida
Apr 28, 2026

Frequently Asked Questions

What is AllGen Financial Advisors known for?

AllGen Financial Advisors was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 100 West Lucerne Circle Suite 200 Orlando, Florida 32801 United States; you can contact the main corporate office by phone at

+1-407-210-****

. Explore AllGen Financial Advisors's company overview page for more information.

What is AllGen Financial Advisors's most common email format?

AllGen Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AllGen Financial Advisors email formats with LeadIQ.

How many employees does AllGen Financial Advisors have currently?

AllGen Financial Advisors has approximately 27 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are AllGen Financial Advisors's key employees and leadership?

As of June 2026, AllGen Financial Advisors's key employees include:

Chief Investment Officer & Principal: J. M.
Chief Investment Officer: J. C.
Chief Marketing Officer: T. W.
Senior Partner: P. R.
Senior Partner: P. R.

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AllGen Financial Advisors Employee Directory

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