Allen Sakon
(She/Her)
Lead Advisor

Allen is a CFT-I™ Professional, Certified Financial Planner™ (CFP®), and a licensed CPA. Allen brings valuable experience from working several years in the tax industry to building her own business. She works directly with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management. After a life transition of her own, Allen’s passion is to serve people in transition through financial life planning.

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*We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.

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