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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.

Find AllGen Financial Advisors employees' phone numbers or email addresses

AllGen Financial Advisors Global Highlights

Location
Employees

North America
32

Minus sign iconPlus sign icon
  • United States Of America
    32

AllGen Financial Advisors's Leadership

  • Stylized image of a person
    C. J.
    Wealth Strategist At Allgen Financial Advisors
    Mobile Phone
  • Stylized image of a person
    J. B.
    Managing Member
    Mobile Phone
  • Stylized image of a person
    C. S.
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    C. J.
    Wealth Strategist At Allgen Financial Advisors
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. B.
    Managing Member
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. S.
    Mobile Phone
    Sep 26, 2025

Frequently Asked Questions

What is AllGen Financial Advisors known for?

Minus sign iconPlus sign iconAllGen Financial Advisors was founded in 2003 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconAllGen 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?

Minus sign iconPlus sign iconAllGen Financial Advisors has approximately 27 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Wealth Strategist At Allgen Financial Advisors: C. J.
  • Managing Member: J. B.
  • : C. S.

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